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Carr Financial Group Corp: DGRO position timeline

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

Carr Financial Group Corp held 101,447 DGRO 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 101,447 shares
    Change vs previous 13F +9,082 shares

    1.77% of the 13F portfolio, value $7,688,659.

    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 92,365 shares
    Change vs previous 13F +38,097 shares

    1.71% of the 13F portfolio, value $6,482,210.

    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 54,268 shares
    Change vs previous 13F +21,271 shares

    1% of the 13F portfolio, value $3,767,305.

    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 32,997 shares
    Change vs previous 13F +6,616 shares

    0.62% of the 13F portfolio, value $2,246,429.

    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 26,381 shares
    Change vs previous 13F +1,257 shares

    0.5% of the 13F portfolio, value $1,686,776.

    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 25,124 shares
    Change vs previous 13F +277 shares

    0.51% of the 13F portfolio, value $1,552,165.

    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 24,847 shares
    Change vs previous 13F +910 shares

    0.48% of the 13F portfolio, value $1,524,111.

    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 23,937 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,500,593.

    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).