Carr Financial Group Corp: IDVO position timeline

Carr Financial Group Corp held 30,289 IDVO 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 30,289 shares

   Change vs previous 13F +2,561 shares

   0.29% of the 13F portfolio, value $1,272,123.

   13F-HR 0001765380-26-000305 filed by Carr Financial Group Corp
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 27,728 shares

   Change vs previous 13F +18,220 shares

   0.3% of the 13F portfolio, value $1,122,149.

   13F-HR 0001765380-26-000205 filed by Carr Financial Group Corp
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,508 shares

   Change vs previous 13F +9,508 shares

   0.1% of the 13F portfolio, value $364,629.

   13F-HR 0001931232-26-000001 filed by Carr Financial Group Corp
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,821 shares

   13F-HR 0001085146-25-000365 filed by Carr Financial Group Corp
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 6,821 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $209,947.

   13F-HR 0001085146-24-005307 filed by Carr Financial Group Corp
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).