★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Carlson Financial, Inc.

CIK 2134889 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$538.36MReported 13F valueQ2 2026 · as filed
556Holdings listed
1Quarters on record
Aug 24Latest filed
Reported 13F value by quarter, Q2 2026 to Q2 2026Q2 2026: $538.4M$538.4MQ2 2026556 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 24 2026 13F-HR · period Q2 2026

$172.67M · 180 holdings listed · View original SEC filing ↗
Aug 24 2026 13F-HR · period Q2 2026

$169.63M · 181 holdings listed · View original SEC filing ↗
Aug 24 2026 13F-HR · period Q2 2026

$196.06M · 195 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 24, 2026 · Change methodology