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Carl P. Sherr & Co., LLC: CAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on CAC, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 22,624 CAC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,624 shares
    Change vs previous 13F -359 shares

    0.51% of the 13F portfolio, value $1,226,693.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 22,983 shares
    Change vs previous 13F -1,500 shares

    0.51% of the 13F portfolio, value $1,090,520.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 24,483 shares
    Change vs previous 13F -504 shares

    0.52% of the 13F portfolio, value $1,164,633.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 24,987 shares
    Change vs previous 13F -1,495 shares

    0.46% of the 13F portfolio, value $964,247.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 26,482 shares
    Change vs previous 13F +64 shares

    0.54% of the 13F portfolio, value $1,074,648.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 26,418 shares
    Change vs previous 13F -1,146 shares

    0.58% of the 13F portfolio, value $1,069,130.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 27,564 shares
    Change vs previous 13F +57 shares

    0.62% of the 13F portfolio, value $1,178,078.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 27,507 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,136,569.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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