Center for Financial Planning, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 1803557
SOUTHFIED, MI
Position in CARR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$110,905
+$39,335 QoQ
Shares Held
1,512
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,325
of 1,624 holders
Holding Since
Jun 2020
25 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, 2026Center for Financial Planning, Inc. holds $1,487,958 across 5 Building Products & Equipment names. CARR ranks #3 (7.5% 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 | $110,905 | 1,512 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $71,570 | 1,271 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $67,159 | 1,271 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $77,013 | 1,290 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $94,415 | 1,290 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $85,590 | 1,350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $92,151 | 1,350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $104,234 | 1,295 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $83,517 | 1,324 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $80,335 | 1,382 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $105,305 | 1,833 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $101,181 | 1,833 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $91,118 | 1,833 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $85,918 | 1,878 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $104,486 | 2,533 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $90,073 | 2,533 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $90,326 | 2,533 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $116,188 | 2,533 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $137,389 | 2,533 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $65,321 | 1,262 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $126,505 | 2,603 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $109,898 | 2,603 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $98,185 | 2,603 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $82,549 | 2,703 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $61,171 | 2,753 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||