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Disclosery

Carson Advisory Inc.: CGBL position timeline

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

Carson Advisory Inc. held 51,012 CGBL 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 51,012 shares
    Change vs previous 13F +5,356 shares

    0.89% of the 13F portfolio, value $1,936,416.

    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 45,656 shares
    Change vs previous 13F +31,081 shares

    0.81% of the 13F portfolio, value $1,571,023.

    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 14,575 shares
    Change vs previous 13F +1,000 shares

    0.27% of the 13F portfolio, value $514,935.

    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 13,575 shares
    Change vs previous 13F +500 shares

    0.25% of the 13F portfolio, value $471,324.

    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 13,075 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $437,228.

    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 13,075 shares
    Change vs previous 13F -278 shares

    0.27% of the 13F portfolio, value $405,064.

    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 13,353 shares
    Change vs previous 13F +1,800 shares

    0.29% of the 13F portfolio, value $417,548.

    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 11,553 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $358,721.

    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).