Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$315,111
+$49,103 QoQ
Shares Held
4,296
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,057
of 1,618 holders
Holding Since
Dec 2021
12 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, 2026Valmark Advisers, Inc. holds $1,781,567 across 4 Building Products & Equipment names. CARR ranks #3 (17.7% of the industry book) .
All Filings in CARR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,111 | 4,296 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $266,008 | 4,724 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $213,367 | 4,038 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $241,367 | 4,043 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $359,070 | 4,906 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $298,740 | 4,712 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $325,873 | 4,774 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $313,750 | 3,898 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $242,164 | 3,839 | Shares | Sole | 2024-08-01 | |
| 2023-03-31 | $218,044 | 4,766 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $221,781 | 4,835 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $262,250 | 4,835 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||