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
- period ended2026-06-3013F 7,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,647 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,176 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,127 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,016 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).