Carson Advisory Inc.

Position in XYZ — Block, Inc.

CIK 1909304 ATHENS, GA

Position in XYZ

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$649,800

+$166,254 QoQ

Shares Held

8,550

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#532

of 1,079 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Carson Advisory Inc. holds $4,432,252 across 4 Software - Infrastructure names. XYZ ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,261	$3,081,518
2	XYZ	Block, Inc. This page	8,550	$649,800
3	OKTA	Okta, Inc.	3,150	$429,817
4	ORCL	Oracle Corp	1,850	$271,117

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,800	8,550	+6.4%	Shares	Sole	2026-08-11
2026-03-31	$483,546	8,035	+2.6%	Shares	Sole	2026-05-07
2025-12-31	$509,980	7,835	+24.7%	Shares	Sole	2026-02-12
2025-09-30	$454,216	6,285	+20.3%	Shares	Sole	2025-11-06
2025-06-30	$354,934	5,225	+16.4%	Shares	Sole	2025-08-05
2025-03-31	$243,941	4,490	+20.1%	Shares	Sole	2025-05-02
2024-12-31	$317,862	3,740	-11.5%	Shares	Sole	2025-02-13
2024-09-30	$283,758	4,227	-4.8%	Shares	Sole	2024-11-01
2024-06-30	$286,335	4,440	-10.1%	Shares	Sole	2024-08-07
2024-03-31	$417,825	4,940	0.0%	Shares	Sole	2024-05-03
2023-12-31	$382,109	4,940	-11.5%	Shares	Sole	2024-02-06
2023-09-30	$247,192	5,585	+10.0%	Shares	Sole	2023-11-09
2023-06-30	$338,042	5,078	-2.2%	Shares	Sole	2023-07-28
2023-03-31	$356,293	5,190	0.0%	Shares	Sole	2023-05-05
2022-12-31	$326,139	5,190	-9.3%	Shares	Sole	2023-02-08
2022-09-30	$314,542	5,720	+8.2%	Shares	Sole	2022-11-07
2022-06-30	$324,816	5,285	+6.0%	Shares	Sole	2022-08-03
2022-03-31	$675,966	4,985	+94.7%	Shares	Sole	2022-05-03
2021-12-31	$413,465	2,560	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.