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AdviceOne Advisory Services, LLC: CARR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AdviceOne Advisory Services, LLC on CARR, newest first. How the timeline and the estimate are built.

AdviceOne Advisory Services, LLC held 230,386 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,386 shares
    Change vs previous 13F -673 shares

    9.55% of the 13F portfolio, value $16,898,828.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 231,059 shares
    Change vs previous 13F +656 shares

    7.87% of the 13F portfolio, value $13,010,908.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,403 shares
    Change vs previous 13F -984 shares

    7.2% of the 13F portfolio, value $12,174,507.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 231,387 shares
    Change vs previous 13F -1,443 shares

    9.18% of the 13F portfolio, value $13,813,807.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 232,830 shares
    Change vs previous 13F -3,870 shares

    12.58% of the 13F portfolio, value $17,040,812.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 236,700 shares
    Change vs previous 13F -118 shares

    12.25% of the 13F portfolio, value $15,006,800.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 236,818 shares
    Change vs previous 13F not available

    14.34% of the 13F portfolio, value $16,165,209.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).