Endowment Wealth Management, Inc.
EndowmentPosition in CARR — CARRIER GLOBAL Corp
CIK 1904477
APPLETON, WI
Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$341,517
+$76,917 QoQ
Shares Held
4,656
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,023
of 1,618 holders
Holding Since
Dec 2021
17 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, 2026Endowment Wealth Management, Inc. holds $341,517 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
|
4,656 | $341,517 |
All Filings in CARR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,517 | 4,656 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $264,600 | 4,699 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $244,754 | 4,632 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $279,515 | 4,682 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $348,530 | 4,762 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $311,294 | 4,910 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $327,443 | 4,797 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $400,518 | 4,976 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $325,934 | 5,167 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $300,241 | 5,165 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $296,212 | 5,156 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $289,579 | 5,246 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $279,718 | 5,627 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $239,272 | 5,230 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $212,685 | 5,156 | Shares | Other | 2023-02-13 | |
| 2022-03-31 | $227,469 | 4,959 | Shares | Other | 2022-05-04 | |
| 2021-12-31 | $237,679 | 4,382 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||