Position in CARR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,007
+$699 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,579
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, 2026Asset Planning,Inc holds $80,700 across 3 Building Products & Equipment names. CARR ranks #3 (3.7% of the industry book) .
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007 | 41 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,308 | 41 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,166 | 41 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,447 | 41 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,000 | 41 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $18,639 | 294 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,068 | 294 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||