Position in CARR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$200,013
-$42,786 QoQ
Shares Held
3,552
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Plan A Wealth LLC holds $267,567 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
467 | $267,567 |
All Filings in CARR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,013 | 3,552 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $242,799 | 4,067 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $294,004 | 4,017 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $254,677 | 4,017 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $274,200 | 4,017 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||