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Carr Financial Group Corp: IQLT position timeline

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

Carr Financial Group Corp held 573,316 IQLT 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 573,316 shares
    Change vs previous 13F +39,294 shares

    6.54% of the 13F portfolio, value $28,407,819.

    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 534,022 shares
    Change vs previous 13F -45,484 shares

    6.51% of the 13F portfolio, value $24,687,827.

    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 579,506 shares
    Change vs previous 13F +13,122 shares

    7.01% of the 13F portfolio, value $26,338,555.

    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 566,384 shares
    Change vs previous 13F +73,705 shares

    6.87% of the 13F portfolio, value $25,028,498.

    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 492,679 shares
    Change vs previous 13F +246,249 shares

    6.28% of the 13F portfolio, value $21,293,576.

    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 246,430 shares
    Change vs previous 13F +13,169 shares

    3.21% of the 13F portfolio, value $9,780,824.

    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 233,261 shares
    Change vs previous 13F -96,277 shares

    2.72% of the 13F portfolio, value $8,658,664.

    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 329,538 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $13,672,548.

    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).