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Disclosery

Carson Advisory Inc.: VIG position timeline

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

Carson Advisory Inc. held 6,839 VIG 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 6,839 shares
    Change vs previous 13F +485 shares

    0.74% of the 13F portfolio, value $1,618,213.

    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 6,354 shares
    Change vs previous 13F +258 shares

    0.71% of the 13F portfolio, value $1,366,586.

    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 6,096 shares
    Change vs previous 13F +460 shares

    0.7% of the 13F portfolio, value $1,339,790.

    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 5,636 shares
    Change vs previous 13F +5 shares

    0.66% of the 13F portfolio, value $1,216,252.

    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 5,631 shares
    Change vs previous 13F +31 shares

    0.73% of the 13F portfolio, value $1,152,472.

    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 5,600 shares
    Change vs previous 13F +1,126 shares

    0.73% of the 13F portfolio, value $1,086,321.

    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 4,474 shares
    Change vs previous 13F -273 shares

    0.61% of the 13F portfolio, value $876,232.

    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 4,747 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $940,212.

    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).