United Financial Planning Group LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 2088337
HAUPPAUGE, NY
Position in CARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,794
+$1,346 QoQ
Shares Held
79
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,546
of 1,621 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $27,700 across 4 Building Products & Equipment names. CARR ranks #4 (20.9% of the industry book) .
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,794 | 79 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,448 | 79 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||