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Disclosery

Carson Advisory Inc.: PCG position timeline

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

Carson Advisory Inc. held 40,006 PCG 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 40,006 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $672,895.

    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 40,006 shares
    Change vs previous 13F -3,500 shares

    0.36% of the 13F portfolio, value $702,899.

    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 43,506 shares
    Change vs previous 13F -1,500 shares

    0.36% of the 13F portfolio, value $699,136.

    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 45,006 shares
    Change vs previous 13F -700 shares

    0.37% of the 13F portfolio, value $678,685.

    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 45,706 shares
    Change vs previous 13F -160 shares

    0.4% of the 13F portfolio, value $637,137.

    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 45,866 shares
    Change vs previous 13F -62 shares

    0.53% of the 13F portfolio, value $787,972.

    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 45,928 shares
    Change vs previous 13F -550 shares

    0.64% of the 13F portfolio, value $926,834.

    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 46,478 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $918,862.

    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).