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Disclosery

Carr Financial Group Corp: AVUV position timeline

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

Carr Financial Group Corp held 65,180 AVUV 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 65,180 shares
    Change vs previous 13F +13,391 shares

    1.87% of the 13F portfolio, value $8,131,831.

    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 51,789 shares
    Change vs previous 13F -13,552 shares

    1.51% of the 13F portfolio, value $5,721,109.

    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 65,341 shares
    Change vs previous 13F -1,816 shares

    1.77% of the 13F portfolio, value $6,663,478.

    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 67,157 shares
    Change vs previous 13F -23,107 shares

    1.84% of the 13F portfolio, value $6,684,127.

    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 90,264 shares
    Change vs previous 13F -9,571 shares

    2.43% of the 13F portfolio, value $8,223,037.

    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 99,835 shares
    Change vs previous 13F +722 shares

    2.85% of the 13F portfolio, value $8,702,624.

    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 99,113 shares
    Change vs previous 13F +35,987 shares

    3.01% of the 13F portfolio, value $9,567,422.

    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 63,126 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $6,056,965.

    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).