• 13F History

Carson Advisory Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$144M
Signature - Title
Lindsey Seagraves - Chief Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by Carson Advisory Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carson Advisory Inc. reported 157 stock holdings with total value $144M as of Q4 2024. Top holdings included CGGO, BRKB, SO, AAPL, and TCAF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 157 $144M +$6.72M -$20.5M -$13.7M CGGO, BRKB, SO, AAPL, TCAF 13F-HR 2/13/2025, 02:51 PM
Q3 2024 177 $159M +$9.76M -$5.16M +$4.6M CGGO, BRKB, SO, AAPL, TCAF 13F-HR 11/1/2024, 12:37 PM
Q2 2024 166 $143M +$8.54M -$8.18M +$360K CGGO, BRKB, SO, AAPL, MSFT 13F-HR 8/7/2024, 05:06 PM
Q1 2024 173 $142M +$7.53M -$2.98M +$4.56M BRKB, CGGO, SO, MSFT, AAPL 13F-HR 5/3/2024, 03:35 PM
Q4 2023 160 $129M +$6.38M -$4.96M +$1.42M BRKB, CGGO, SO, AAPL, EIX 13F-HR 2/6/2024, 11:48 AM
Q3 2023 161 $114M +$5.69M -$5.31M +$377K BRKB, SO, CGGO, AAPL, EIX 13F-HR 11/8/2023, 05:36 PM
Q2 2023 156 $118M +$9.58M -$1.79M +$7.79M SO, BRKB, CGGO, AAPL, EIX Restatement 7/28/2023, 02:57 PM
Q1 2023 151 $113M +$12.4M -$3.98M +$8.44M SO, BRKB, EIX, CGGO, NKG 13F-HR 5/5/2023, 12:25 PM
Q4 2022 138 $104M +$9.51M -$2.65M +$6.86M SO, BRKB, NKG, EIX, CGGO 13F-HR 2/8/2023, 12:55 PM
Q3 2022 126 $90.2M +$11.1M -$1.05M +$10.1M SO, BRKB, NKG, EIX, AAPL 13F-HR 11/7/2022, 03:34 PM
Q2 2022 123 $89.5M +$8.75M -$1.22M +$7.53M SO, EIX, BRKB, T, AAPL 13F-HR 8/3/2022, 04:05 PM
Q1 2022 134 $101M +$8.94M -$2.35M +$6.59M SO, BRKB, EIX, T, AAPL 13F-HR 5/2/2022, 06:25 PM
Q4 2021 134 $98.7M SO, BRKB, AAPL, EIX, T 13F-HR 2/8/2022, 03:30 PM