Position in CARR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$326,700
+$93,183 QoQ
Shares Held
4,454
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,041
of 1,618 holders
Holding Since
Jun 2024
9 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, 2026Cooper Financial Group holds $917,261 across 3 Building Products & Equipment names. CARR ranks #1 (35.6% of the industry book) .
All Filings in CARR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,700 | 4,454 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $233,517 | 4,147 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $215,111 | 4,071 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $216,711 | 3,630 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $274,462 | 3,750 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $251,127 | 3,961 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $243,073 | 3,561 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $264,731 | 3,289 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,316 | 3,239 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||