Position in CARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$267,434
+$62,128 QoQ
Shares Held
3,646
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,130
of 1,621 holders
Holding Since
Jun 2024
8 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 Wealth Management, Inc. holds $2,145,669 across 3 Building Products & Equipment names. CARR ranks #2 (12.5% of the industry book) .
All Filings in CARR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,434 | 3,646 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $205,306 | 3,646 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $247,516 | 4,146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $303,445 | 4,146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $313,576 | 4,946 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $411,880 | 6,034 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $485,676 | 6,034 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $380,624 | 6,034 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||