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Disclosery

BSW Wealth Partners: CARR position timeline

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

BSW Wealth Partners held 2,867 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,867 shares
    Change vs previous 13F -908 shares

    0.02% of the 13F portfolio, value $210,295.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 3,775 shares
    Change vs previous 13F -347 shares

    0.03% of the 13F portfolio, value $212,571.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 4,122 shares
    Change vs previous 13F -964 shares

    0.03% of the 13F portfolio, value $217,796.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 5,086 shares
    Change vs previous 13F -2,261 shares

    0.04% of the 13F portfolio, value $303,612.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 7,347 shares
    Change vs previous 13F -775 shares

    0.07% of the 13F portfolio, value $537,704.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 8,122 shares
    Change vs previous 13F +2,527 shares

    0.08% of the 13F portfolio, value $514,924.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 5,595 shares
    Change vs previous 13F +315 shares

    0.06% of the 13F portfolio, value $381,913.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 5,280 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $425,015.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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