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Disclosery

Carr Financial Group Corp: ITOT position timeline

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

Carr Financial Group Corp held 22,944 ITOT 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 22,944 shares
    Change vs previous 13F +314 shares

    0.87% of the 13F portfolio, value $3,769,022.

    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 22,630 shares
    Change vs previous 13F -1,717 shares

    0.85% of the 13F portfolio, value $3,223,179.

    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 24,347 shares
    Change vs previous 13F -21 shares

    0.96% of the 13F portfolio, value $3,620,177.

    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 24,368 shares
    Change vs previous 13F -4,847 shares

    0.97% of the 13F portfolio, value $3,549,264.

    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 29,215 shares
    Change vs previous 13F +910 shares

    1.16% of the 13F portfolio, value $3,945,165.

    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 28,305 shares
    Change vs previous 13F -231 shares

    1.13% of the 13F portfolio, value $3,453,517.

    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 28,536 shares
    Change vs previous 13F +70 shares

    1.15% of the 13F portfolio, value $3,670,296.

    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 28,466 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,575,892.

    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).