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Disclosery

Carson Advisory Inc.: C position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carson Advisory Inc. on C, newest first. How the timeline and the estimate are built.

Carson Advisory Inc. held 12,566 C shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,566 shares
    Change vs previous 13F -159 shares

    0.81% of the 13F portfolio, value $1,758,737.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,725 shares
    Change vs previous 13F -525 shares

    0.75% of the 13F portfolio, value $1,443,142.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,250 shares
    Change vs previous 13F -1,235 shares

    0.8% of the 13F portfolio, value $1,546,143.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,485 shares
    Change vs previous 13F -1,615 shares

    0.79% of the 13F portfolio, value $1,470,228.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,100 shares
    Change vs previous 13F -300 shares

    0.87% of the 13F portfolio, value $1,370,432.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,400 shares
    Change vs previous 13F -235 shares

    0.78% of the 13F portfolio, value $1,164,236.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,635 shares
    Change vs previous 13F -653 shares

    0.81% of the 13F portfolio, value $1,170,938.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,288 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,082,229.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).