Skip to content
Disclosery

Carson Advisory Inc.: CGCV position timeline

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

Carson Advisory Inc. held 301,168 CGCV 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 301,168 shares
    Change vs previous 13F +8,739 shares

    4.54% of the 13F portfolio, value $9,884,335.

    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 292,429 shares
    Change vs previous 13F +9,228 shares

    4.52% of the 13F portfolio, value $8,717,314.

    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 283,201 shares
    Change vs previous 13F +5,151 shares

    4.49% of the 13F portfolio, value $8,634,804.

    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 278,050 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $8,372,086.

    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).