Sound Income Strategies, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1730960 Ft Lauderdale, FL

Position in CARR

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$28,943

+$1,784 QoQ

Shares Held

514

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,943	514	0.0%	Shares	Sole	2026-04-27
2025-12-31	$27,159	514	+4.5%	Shares	Sole	2026-01-21
2025-09-30	$29,372	492	-4.5%	Shares	Sole	2025-10-10
2025-06-30	$37,692	515	+2.0%	Shares	Sole	2025-07-17
2025-03-31	$32,017	505	+4.3%	Shares	Sole	2025-04-17
2024-12-31	$33,037	484	0.0%	Shares	Sole	2025-01-21
2024-09-30	$38,957	484	-5.1%	Shares	Sole	2024-10-10
2024-06-30	$32,170	510	-2.3%	Shares	Sole	2024-07-12
2024-03-31	$30,343	522	-1.3%	Shares	Sole	2024-04-15
2023-12-31	$30,391	529	+5.4%	Shares	Sole	2024-01-10
2023-09-30	$27,710	502	0.0%	Shares	Sole	2023-10-12
2023-06-30	$24,954	502	-20.3%	Shares	Sole	2023-07-10
2023-03-31	$28,822	630	0.0%	Shares	Sole	2023-04-10
2022-12-31	$25,987	630	-4.8%	Shares	Sole	2023-01-11
2022-09-30	$23,540	662	+24.0%	Shares	Sole	2022-10-18
2022-06-30	$19,042	534	+17.1%	Shares	Sole	2022-07-11
2022-03-31	$20,916	456	-4.8%	Shares	Sole	2022-04-11
2021-12-31	$25,980	479	+13.2%	Shares	Sole	2022-01-13
2021-09-30	$21,894	423	-7.0%	Shares	Sole	2021-10-12
2021-06-30	$22,113	455	-63.7%	Shares	Sole	2021-07-13
2021-03-31	$52,859	1,252	+156.6%	Shares	Sole	2021-04-14
2020-12-31	$18,407	488	0.0%	Shares	Sole	2021-01-11
2020-09-30	$14,903	488	0.0%	Shares	Sole	2020-10-08
2020-06-30	$10,843	488	—	Shares	Sole	2020-07-13
No filing history on record for this holder in this stock.