Tower View Wealth Management LLC

Position in CG — Carlyle Group Inc.

CIK 1729045 SHOREWOOD, WI

Position in CG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$96,474

-$13,516 QoQ

Shares Held

2,291

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#431

of 579 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tower View Wealth Management LLC holds $452,894 across 4 Asset Management names. CG ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	200	$192,312
2	KKR	KKR & Co. Inc.	1,256	$115,275
3	CG	Carlyle Group Inc. This page	2,291	$96,474
4	BX	Blackstone Inc.	415	$48,833

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,474	2,291	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$109,990	2,273	+0.7%	Shares	Sole	2026-04-20
2025-12-31	$133,470	2,258	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$140,636	2,243	+0.5%	Shares	Sole	2025-10-16
2025-06-30	$114,673	2,231	+0.8%	Shares	Sole	2025-07-21
2025-03-31	$96,508	2,214	+0.7%	Shares	Sole	2025-04-22
2024-12-31	$110,977	2,198	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$94,053	2,186	+0.9%	Shares	Sole	2024-10-24
2024-06-30	$86,937	2,167	+0.8%	Shares	Sole	2024-07-26
2024-03-31	$100,780	2,150	+0.7%	Shares	Sole	2024-04-29
2023-12-31	$86,832	2,134	+1.1%	Shares	Sole	2024-02-06
2023-09-30	$63,667	2,111	+1.1%	Shares	Sole	2023-10-31
2023-06-30	$66,679	2,087	+1.3%	Shares	Sole	2023-07-31
2023-03-31	$63,983	2,060	+0.9%	Shares	Sole	2023-05-16
2022-12-31	$60,903	2,041	+1.1%	Shares	Sole	2023-02-13
2022-09-30	$52,170	2,019	+0.9%	Shares	Sole	2022-11-15
2022-06-30	$63,320	2,000	0.0%	Shares	Sole	2022-08-08
2022-03-31	$97,820	2,000	0.0%	Shares	Sole	2022-05-13
2021-12-31	$109,800	2,000	0.0%	Shares	Sole	2022-02-03
2021-09-30	$94,560	2,000	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.