Heritage Investment Group, Inc.
Position in CARR — CARRIER GLOBAL Corp
CIK 1876811
POMPANO BEACH, FL
Position in CARR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,590
+$46,999 QoQ
Shares Held
3,430
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,160
of 1,624 holders
Holding Since
Jun 2024
7 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, 2026Heritage Investment Group, Inc. holds $251,590 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
3,430 | $251,590 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,590 | 3,430 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $204,591 | 3,427 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $250,822 | 3,427 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $217,271 | 3,427 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $233,927 | 3,427 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $275,839 | 3,427 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $216,175 | 3,427 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||