Carson Advisory Inc.
- SEC CIK
- 0001909304
- Latest filing
- Aug 11, 2026
SBI holding history
Western Asset Intermediate Muni Fund Inc. in every 13F filed by Carson Advisory Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SBI overviewAll 13F holders of SBIFull Q2 2026 holdings
- Shares (Q2 2026)
- 165,297
- Value
- $1.30M
- % of portfolio
- 0.6%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 165,297 | $1.30M | 0.6% | −3,300−2.0% | Reduced | Holders |
| Q1 2026 | 168,597 | $1.29M | 0.7% | −2,000−1.2% | Reduced | Holders |
| Q4 2025 | 170,597 | $1.31M | 0.7% | −13,600−7.4% | Reduced | Holders |
| Q3 2025 | 184,197 | $1.46M | 0.8% | −10,700−5.5% | Reduced | Holders |
| Q2 2025 | 194,897 | $1.47M | 0.9% | −2,900−1.5% | Reduced | Holders |
| Q1 2025 | 197,797 | $1.54M | 1.0% | +23,044+13.2% | Added | Holders |
| Q4 2024 | 174,753 | $1.35M | 0.9% | +85,372+95.5% | Added | Holders |
| Q3 2024 | 89,381 | $732.9K | 0.5% | +89,381 | New | Holders |