MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1607355
GLASTONBURY, CT
Position in CARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,890
+$3,460 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,490
of 1,618 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $62,170 across 3 Building Products & Equipment names. CARR ranks #2 (24.0% of the industry book) .
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,890 | 203 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,430 | 203 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,726 | 203 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,119 | 203 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,857 | 203 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,870 | 203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,856 | 203 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,339 | 203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,805 | 203 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,800 | 203 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,152 | 403 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,245 | 403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,333 | 5,056 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $99,689 | 2,179 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $89,883 | 2,179 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $73,822 | 2,076 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $74,030 | 2,076 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $99,996 | 2,180 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $123,667 | 2,280 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $111,542 | 2,155 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $104,733 | 2,155 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $80,429 | 1,905 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $71,856 | 1,905 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $58,178 | 1,905 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $130,231 | 5,861 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||