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Disclosery

Carson Advisory Inc.: CGDV position timeline

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

Carson Advisory Inc. held 87,852 CGDV 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 87,852 shares
    Change vs previous 13F +4,527 shares

    1.99% of the 13F portfolio, value $4,329,345.

    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 83,325 shares
    Change vs previous 13F +1,443 shares

    1.84% of the 13F portfolio, value $3,544,631.

    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 81,882 shares
    Change vs previous 13F +2,657 shares

    1.86% of the 13F portfolio, value $3,573,323.

    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 79,225 shares
    Change vs previous 13F +5,925 shares

    1.8% of the 13F portfolio, value $3,329,837.

    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 73,300 shares
    Change vs previous 13F -375 shares

    1.84% of the 13F portfolio, value $2,894,617.

    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 73,675 shares
    Change vs previous 13F +10,052 shares

    1.77% of the 13F portfolio, value $2,625,777.

    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 63,623 shares
    Change vs previous 13F -1,229 shares

    1.56% of the 13F portfolio, value $2,243,347.

    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 64,852 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,363,220.

    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).