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Scm Trust shares owned by Carson Advisory

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Carson Advisory from 13F filings

Historical chart of Carson Advisory investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Carson Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 58k 27.85
2026-03-31 $814k 33k 25.06

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Capital Group Conservative E SHS (CGCV)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Southern Company (SO)
Apple (AAPL)
Edison International (EIX)
Dominion Resources (D)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
International Business Machines (IBM)
Capital Group Dividend Value Shs Creat Unit (CGDV)
AES Corporation (AES)
Duke Energy Corp Com New (DUK)
Bank of America Corporation (BAC)

View all positions for Carson Advisory

Top funds holding Scm Trust

CCM Partners
Raymond James Financial
LPL Financial
Good Steward Wealth Advisors
Joseph Group Capital Management
Focused Alpha
Steward Partners Investment Advisory
Hilton Head Capital Partners
Investment Planning Advisors
Royal Bank of Canada
Carson Advisory
IHT Wealth Management
IFG Advisory
Western Wealth Management
Private Advisor

View all funds holding Scm Trust