Position in CARR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,278,123
+$296,922 QoQ
Shares Held
17,425
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#597
of 1,618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $1,278,123 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
17,425 | $1,278,123 |
All Filings in CARR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,278,123 | 17,425 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $981,201 | 17,425 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,044,382 | 19,765 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,301,161 | 21,795 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,614,425 | 22,058 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,398,477 | 22,058 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,042,202 | 29,918 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||