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Disclosery

Carson Advisory Inc.: CGMS position timeline

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

Carson Advisory Inc. held 11,144 CGMS 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 11,144 shares
    Change vs previous 13F +82 shares

    0.14% of the 13F portfolio, value $304,566.

    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 11,062 shares
    Change vs previous 13F +1,805 shares

    0.16% of the 13F portfolio, value $301,218.

    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 9,257 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $255,678.

    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).