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

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

Carl P. Sherr & Co., LLC held 27,618 SAFT 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 27,618 shares
    Change vs previous 13F +4 shares

    0.87% of the 13F portfolio, value $2,067,464.

    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 27,614 shares
    Change vs previous 13F -597 shares

    0.94% of the 13F portfolio, value $2,005,904.

    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 28,211 shares
    Change vs previous 13F +8,832 shares

    0.99% of the 13F portfolio, value $2,220,202.

    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 19,379 shares
    Change vs previous 13F -2,775 shares

    0.65% of the 13F portfolio, value $1,369,895.

    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 22,154 shares
    Change vs previous 13F -1,016 shares

    0.89% of the 13F portfolio, value $1,758,845.

    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 23,170 shares
    Change vs previous 13F -2,447 shares

    1% of the 13F portfolio, value $1,827,687.

    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 25,617 shares
    Change vs previous 13F -4,319 shares

    1.11% of the 13F portfolio, value $2,110,810.

    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 29,936 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,448,193.

    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).