Comprehensive Financial Planning, Inc./PA
Position in CARR — CARRIER GLOBAL Corp
CIK 2044855
EAST PETERSBURG, PA
Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,068
+$1,874 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,525
of 1,621 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $9,529 across 2 Building Products & Equipment names. CARR ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
110 | $8,068 | |
| 2 | JCI |
Johnson Controls International plc
|
10 | $1,461 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,068 | 110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,194 | 110 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,812 | 110 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,567 | 110 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,050 | 110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,974 | 110 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,508 | 110 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||