Position in CARR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$225,697
-$70,356 QoQ
Shares Held
3,077
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,214
of 1,621 holders
Holding Since
Jun 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, 2026Carter Financial Group, INC. holds $757,780 across 3 Building Products & Equipment names. CARR ranks #2 (29.8% of the industry book) .
All Filings in CARR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,697 | 3,077 | Shares | Sole | 2026-07-30 | |
| 2025-06-30 | $296,053 | 4,045 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||