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Disclosery

Allworth Financial LP: CARR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CARR, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 178,247 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,247 shares
    Change vs previous 13F -5,214 shares

    0.06% of the 13F portfolio, value $13,074,390.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 183,461 shares
    Change vs previous 13F +1,777 shares

    0.04% of the 13F portfolio, value $10,330,690.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 181,684 shares
    Change vs previous 13F +3,866 shares

    0.04% of the 13F portfolio, value $9,600,195.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 177,818 shares
    Change vs previous 13F -1,096 shares

    0.05% of the 13F portfolio, value $10,615,740.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 178,914 shares
    Change vs previous 13F +12,603 shares

    0.06% of the 13F portfolio, value $13,094,740.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 166,311 shares
    Change vs previous 13F -1,342 shares

    0.06% of the 13F portfolio, value $10,030,191.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 167,653 shares
    Change vs previous 13F +158,114 shares

    0.06% of the 13F portfolio, value $11,740,740.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $767,758.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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