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Disclosery

Carr Financial Group Corp: IUSV position timeline

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

Carr Financial Group Corp held 12,667 IUSV 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 12,667 shares
    Change vs previous 13F +52 shares

    0.32% of the 13F portfolio, value $1,395,289.

    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 12,615 shares
    Change vs previous 13F +48 shares

    0.34% of the 13F portfolio, value $1,289,927.

    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 12,567 shares
    Change vs previous 13F +67 shares

    0.34% of the 13F portfolio, value $1,288,586.

    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 12,500 shares
    Change vs previous 13F +34 shares

    0.34% of the 13F portfolio, value $1,249,325.

    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 12,466 shares
    Change vs previous 13F +58 shares

    0.35% of the 13F portfolio, value $1,179,681.

    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 12,408 shares
    Change vs previous 13F +49 shares

    0.38% of the 13F portfolio, value $1,145,166.

    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 12,359 shares
    Change vs previous 13F +43 shares

    0.36% of the 13F portfolio, value $1,144,309.

    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 12,316 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,176,088.

    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).