Skip to content
Disclosery

Carr Financial Group Corp: BILS position timeline

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

Carr Financial Group Corp held 66,140 BILS 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 66,140 shares
    Change vs previous 13F +14,995 shares

    1.51% of the 13F portfolio, value $6,573,021.

    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 51,145 shares
    Change vs previous 13F +317 shares

    1.34% of the 13F portfolio, value $5,085,824.

    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 50,828 shares
    Change vs previous 13F +26,110 shares

    1.34% of the 13F portfolio, value $5,043,175.

    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 24,718 shares
    Change vs previous 13F -836 shares

    0.68% of the 13F portfolio, value $2,459,914.

    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 25,554 shares
    Change vs previous 13F -945 shares

    0.75% of the 13F portfolio, value $2,540,869.

    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 26,499 shares
    Change vs previous 13F +963 shares

    0.86% of the 13F portfolio, value $2,636,345.

    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 25,536 shares
    Change vs previous 13F +52 shares

    0.8% of the 13F portfolio, value $2,531,863.

    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 25,484 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,537,674.

    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).