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Carson Advisory Inc.: CGGO position timeline

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

Carson Advisory Inc. held 242,812 CGGO 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 242,812 shares
    Change vs previous 13F +5,848 shares

    4.72% of the 13F portfolio, value $10,278,238.

    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 236,964 shares
    Change vs previous 13F +210 shares

    4.1% of the 13F portfolio, value $7,907,494.

    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 236,754 shares
    Change vs previous 13F +7,634 shares

    4.26% of the 13F portfolio, value $8,203,531.

    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 229,120 shares
    Change vs previous 13F +2,931 shares

    4.22% of the 13F portfolio, value $7,829,021.

    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 226,189 shares
    Change vs previous 13F +69 shares

    4.6% of the 13F portfolio, value $7,231,275.

    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 226,120 shares
    Change vs previous 13F +9,701 shares

    4.31% of the 13F portfolio, value $6,405,991.

    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 216,419 shares
    Change vs previous 13F +935 shares

    4.4% of the 13F portfolio, value $6,323,775.

    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 215,484 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $6,496,834.

    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).