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Aptus Capital Advisors, LLC: CARR position timeline

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

Aptus Capital Advisors, LLC held 12,435 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,435 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $912,107.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 12,278 shares
    Change vs previous 13F -1,504 shares

    0.01% of the 13F portfolio, value $691,375.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 13,782 shares
    Change vs previous 13F +3,414 shares

    0.01% of the 13F portfolio, value $728,241.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 10,368 shares
    Change vs previous 13F -95,710 shares

    0.01% of the 13F portfolio, value $618,970.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 106,078 shares
    Change vs previous 13F +5,286 shares

    0.08% of the 13F portfolio, value $7,763,867.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 100,792 shares
    Change vs previous 13F +91,158 shares

    0.07% of the 13F portfolio, value $6,390,190.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 9,634 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $658,458.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 9,324 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $750,489.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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