Position in CARR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,063
+$8,947 QoQ
Shares Held
3,766
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 202644 WEALTH MANAGEMENT LLC holds $677,356 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBIN |
Fortune Brands Innovations, Inc.
|
12,338 | $677,356 |
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,063 | 3,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,116 | 3,844 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||