Provenance Wealth Advisors, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in CARR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$102,616
+$23,839 QoQ
Shares Held
1,399
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,329
of 1,621 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $166,036 across 3 Building Products & Equipment names. CARR ranks #1 (61.8% of the industry book) .
All Filings in CARR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,616 | 1,399 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $78,777 | 1,399 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $73,923 | 1,399 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $83,520 | 1,399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $102,392 | 1,399 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $92,183 | 1,454 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $154,199 | 2,259 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $800,714 | 9,948 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $634,143 | 10,053 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $586,415 | 10,088 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $575,246 | 10,013 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $547,804 | 9,924 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||