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Disclosery

Carson Advisory Inc.: CGMU position timeline

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

Carson Advisory Inc. held 27,444 CGMU 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 27,444 shares
    Change vs previous 13F +7,146 shares

    0.35% of the 13F portfolio, value $753,887.

    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 20,298 shares
    Change vs previous 13F +6,566 shares

    0.29% of the 13F portfolio, value $551,091.

    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 13,732 shares
    Change vs previous 13F +788 shares

    0.2% of the 13F portfolio, value $375,982.

    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 12,944 shares
    Change vs previous 13F +5,225 shares

    0.19% of the 13F portfolio, value $353,242.

    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 7,719 shares
    Change vs previous 13F +155 shares

    0.13% of the 13F portfolio, value $206,020.

    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 7,564 shares
    Change vs previous 13F +7,564 shares

    0.14% of the 13F portfolio, value $202,866.

    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 0 shares
    Change vs previous 13F -7,400 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 7,400 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $203,204.

    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).