Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,653
+$13,394 QoQ
Shares Held
786
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,392
of 1,623 holders
Holding Since
Dec 2024
6 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $233,095 across 5 Building Products & Equipment names. CARR ranks #2 (24.7% of the industry book) .
All Filings in CARR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,653 | 786 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $44,259 | 786 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $41,532 | 786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $46,924 | 786 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $57,527 | 786 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $53,652 | 786 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||