Skip to content
Disclosery

Carr Financial Group Corp: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carr Financial Group Corp on AGG, newest first. How the timeline and the estimate are built.

Carr Financial Group Corp held 12,238 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,238 shares
    Change vs previous 13F -381 shares

    0.28% of the 13F portfolio, value $1,211,342.

    13F-HR 0001765380-26-000305 filed by Carr Financial Group Corp
    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 12,619 shares
    Change vs previous 13F -4,659 shares

    0.33% of the 13F portfolio, value $1,252,667.

    13F-HR 0001765380-26-000205 filed by Carr Financial Group Corp
    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 17,278 shares
    Change vs previous 13F +1,332 shares

    0.46% of the 13F portfolio, value $1,725,700.

    13F-HR 0001931232-26-000001 filed by Carr Financial Group Corp
    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 15,946 shares
    Change vs previous 13F -545 shares

    0.44% of the 13F portfolio, value $1,598,621.

    13F-HR 0001085146-25-005825 filed by Carr Financial Group Corp
    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 16,491 shares
    Change vs previous 13F -370 shares

    0.48% of the 13F portfolio, value $1,635,913.

    13F-HR 0001085146-25-003866 filed by Carr Financial Group Corp
    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 16,861 shares
    Change vs previous 13F -804 shares

    0.55% of the 13F portfolio, value $1,667,885.

    13F-HR 0001085146-25-002219 filed by Carr Financial Group Corp
    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 17,665 shares
    Change vs previous 13F -377 shares

    0.54% of the 13F portfolio, value $1,711,757.

    13F-HR 0001085146-25-000365 filed by Carr Financial Group Corp
    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 18,042 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,827,088.

    13F-HR 0001085146-24-005307 filed by Carr Financial Group Corp
    Filed (acceptance time not in the bulk data set), ingested

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