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CarsonAllaria Wealth Management, Ltd.

SEC CIK
0001900946
Latest filing
Jul 28, 2026

DFS holding history

Discover Financial Services in every 13F filed by CarsonAllaria Wealth Management, Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2025
Holdings of DFS by CarsonAllaria Wealth Management, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−100−100.0%Sold outHolders
Q1 2025100$17.1K<0.1%+100NewHolders