Carter Financial Group, INC.
Position in XOVR — ERShares Private-Public Crossover ETF
CIK 1919749
Barrington, IL
All Filings in XOVR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,269 | 29,514 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $561,102 | 33,221 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $694,104 | 34,464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $600,990 | 28,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $497,256 | 26,048 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||