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Disclosery

Carr Financial Group Corp: IBM position timeline

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

Carr Financial Group Corp held 2,904 IBM 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 2,904 shares
    Change vs previous 13F +416 shares

    0.19% of the 13F portfolio, value $816,494.

    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 2,488 shares
    Change vs previous 13F -561 shares

    0.16% of the 13F portfolio, value $602,953.

    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 3,049 shares
    Change vs previous 13F +61 shares

    0.24% of the 13F portfolio, value $903,065.

    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 2,988 shares
    Change vs previous 13F +1,305 shares

    0.23% of the 13F portfolio, value $843,173.

    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 1,683 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $495,982.

    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 1,670 shares
    Change vs previous 13F +66 shares

    0.14% of the 13F portfolio, value $415,302.

    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 1,604 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $352,699.

    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 1,651 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $365,075.

    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).