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Carson Advisory Inc.: CGGR position timeline

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

Carson Advisory Inc. held 7,156 CGGR 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 7,156 shares
    Change vs previous 13F -491 shares

    0.16% of the 13F portfolio, value $337,760.

    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 7,647 shares
    Change vs previous 13F +1,471 shares

    0.16% of the 13F portfolio, value $307,330.

    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 6,176 shares
    Change vs previous 13F +18 shares

    0.14% of the 13F portfolio, value $274,643.

    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 6,158 shares
    Change vs previous 13F +31 shares

    0.15% of the 13F portfolio, value $270,481.

    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 6,127 shares
    Change vs previous 13F +111 shares

    0.16% of the 13F portfolio, value $249,083.

    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 6,016 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $206,065.

    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).