SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1079935
LOS ANGELES, CA
Position in CARR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$511,909
+$144,881 QoQ
Shares Held
6,979
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#852
of 1,618 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $1,400,448 across 4 Building Products & Equipment names. CARR ranks #1 (36.6% of the industry book) .
All Filings in CARR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,909 | 6,979 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $367,028 | 6,518 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $428,320 | 8,106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $622,909 | 10,434 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $838,683 | 11,459 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $705,704 | 11,131 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $800,347 | 11,725 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $932,154 | 11,581 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $665,114 | 10,544 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $207,640 | 3,572 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||