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Disclosery

Carr Financial Group Corp: AXP position timeline

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

Carr Financial Group Corp held 3,658 AXP 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 3,658 shares
    Change vs previous 13F -1,182 shares

    0.28% of the 13F portfolio, value $1,237,170.

    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 4,840 shares
    Change vs previous 13F -77 shares

    0.39% of the 13F portfolio, value $1,463,941.

    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 4,917 shares
    Change vs previous 13F +33 shares

    0.48% of the 13F portfolio, value $1,819,073.

    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 4,884 shares
    Change vs previous 13F +97 shares

    0.45% of the 13F portfolio, value $1,622,124.

    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 4,787 shares
    Change vs previous 13F +30 shares

    0.45% of the 13F portfolio, value $1,527,113.

    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 4,757 shares
    Change vs previous 13F -306 shares

    0.42% of the 13F portfolio, value $1,279,966.

    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 5,063 shares
    Change vs previous 13F -401 shares

    0.47% of the 13F portfolio, value $1,502,568.

    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 5,464 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,481,718.

    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).