Carl P. Sherr & Co., LLC: BHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on BHB, newest first. How the timeline and the estimate are built.
Carl P. Sherr & Co., LLC held 17,799 BHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 17,799 sharesChange vs previous 13F -320 shares
0.28% of the 13F portfolio, value $672,107.
13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,119 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $587,976.
13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,119 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $614,430.
13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,119 sharesChange vs previous 13F -1,645 shares
0.26% of the 13F portfolio, value $551,918.
13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,764 sharesChange vs previous 13F -300 shares
0.3% of the 13F portfolio, value $592,143.
13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,064 sharesChange vs previous 13F -675 shares
0.32% of the 13F portfolio, value $591,901.
13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,739 sharesChange vs previous 13F -369 shares
0.33% of the 13F portfolio, value $634,212.
13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,108 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $650,984.
13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).