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Disclosery

Carr Financial Group Corp: PH position timeline

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

Carr Financial Group Corp held 1,140 PH 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 1,140 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $1,114,886.

    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 1,139 shares
    Change vs previous 13F +4 shares

    0.27% of the 13F portfolio, value $1,020,105.

    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 1,135 shares
    Change vs previous 13F -22 shares

    0.27% of the 13F portfolio, value $998,027.

    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 1,157 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $877,432.

    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 1,155 shares
    Change vs previous 13F +28 shares

    0.24% of the 13F portfolio, value $806,663.

    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 1,127 shares
    Change vs previous 13F -54 shares

    0.22% of the 13F portfolio, value $685,120.

    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 1,181 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $751,443.

    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 1,179 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $744,946.

    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).