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Disclosery

Carr Financial Group Corp: IBHG position timeline

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

Carr Financial Group Corp held 150,853 IBHG 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 150,853 shares
    Change vs previous 13F +31,006 shares

    0.77% of the 13F portfolio, value $3,330,844.

    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 119,847 shares
    Change vs previous 13F +32,814 shares

    0.7% of the 13F portfolio, value $2,652,225.

    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 87,033 shares
    Change vs previous 13F +71,317 shares

    0.52% of the 13F portfolio, value $1,942,579.

    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 15,716 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $353,451.

    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).