PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CARR — CARRIER GLOBAL Corp
CIK 2145782
WALTHAM, MA
Position in CARR
as of Mar 31, 2026
· filed Aug 7, 2026
Position Value
$5,631
+$347 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $421,461 across 4 Building Products & Equipment names.
All Filings in CARR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,631 | 100 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $5,284 | 100 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||