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Tanglewood Legacy Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1965616 HOUSTON, TX

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$24,572
+$5,709 QoQ
Shares Held
335
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,457
of 1,618 holders
Holding Since
Dec 2022
15 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, 2026

Tanglewood Legacy Advisors, LLC holds $63,825 across 2 Building Products & Equipment names. CARR ranks #2 (38.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARR
CARRIER GLOBAL Corp
This page
335 $24,572

All Filings in CARR

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,572 335
2026-03-31 $18,863 335
2025-12-31 $17,701 335
2025-09-30 $19,999 335
2025-06-30 $24,518 335
2025-03-31 $21,239 335
2024-12-31 $22,867 335
2024-09-30 $26,964 335
2024-06-30 $21,131 335
2024-03-31 $19,473 335
2023-12-31 $19,245 335
2023-09-30 $18,492 335
2023-06-30 $16,652 335
2023-03-31 $15,326 335
2022-12-31 $13,818 335