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Carr Financial Group Corp: IXUS position timeline

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

Carr Financial Group Corp held 29,206 IXUS 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 29,206 shares
    Change vs previous 13F +1,617 shares

    0.64% of the 13F portfolio, value $2,787,433.

    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 27,589 shares
    Change vs previous 13F -448 shares

    0.63% of the 13F portfolio, value $2,390,310.

    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 28,037 shares
    Change vs previous 13F +1,211 shares

    0.63% of the 13F portfolio, value $2,373,051.

    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 26,826 shares
    Change vs previous 13F +1,485 shares

    0.61% of the 13F portfolio, value $2,215,326.

    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 25,341 shares
    Change vs previous 13F +612 shares

    0.58% of the 13F portfolio, value $1,959,145.

    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 24,729 shares
    Change vs previous 13F -122 shares

    0.57% of the 13F portfolio, value $1,726,317.

    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 24,851 shares
    Change vs previous 13F -4,067 shares

    0.52% of the 13F portfolio, value $1,643,631.

    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 28,918 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,100,309.

    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).