Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$881,446
+$203,136 QoQ
Shares Held
12,017
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#694
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, 2026Compass Wealth Management LLC holds $1,966,719 across 3 Building Products & Equipment names. CARR ranks #1 (44.8% of the industry book) .
All Filings in CARR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,446 | 12,017 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $678,310 | 12,046 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $662,930 | 12,546 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $749,235 | 12,550 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $772,154 | 10,550 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $668,616 | 10,546 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $719,869 | 10,546 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $857,298 | 10,651 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $671,865 | 10,651 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $619,142 | 10,651 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $614,772 | 10,701 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $782,515 | 14,176 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $737,000 | 14,826 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $706,197 | 15,436 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $636,735 | 15,436 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||