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Disclosery

Carr Financial Group Corp: PPA position timeline

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

Carr Financial Group Corp held 7,602 PPA 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 7,602 shares
    Change vs previous 13F -1,556 shares

    0.31% of the 13F portfolio, value $1,342,865.

    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 9,158 shares
    Change vs previous 13F +524 shares

    0.4% of the 13F portfolio, value $1,517,413.

    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 8,634 shares
    Change vs previous 13F -518 shares

    0.36% of the 13F portfolio, value $1,352,367.

    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 9,152 shares
    Change vs previous 13F -200 shares

    0.39% of the 13F portfolio, value $1,422,702.

    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 9,352 shares
    Change vs previous 13F -245 shares

    0.39% of the 13F portfolio, value $1,325,027.

    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 9,597 shares
    Change vs previous 13F -26 shares

    0.37% of the 13F portfolio, value $1,118,478.

    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 9,623 shares
    Change vs previous 13F -27 shares

    0.35% of the 13F portfolio, value $1,104,045.

    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 9,650 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,109,458.

    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).