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Disclosery

Carr Financial Group Corp: PTF position timeline

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

Carr Financial Group Corp held 3,308 PTF 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 3,308 shares
    Change vs previous 13F +800 shares

    0.1% of the 13F portfolio, value $450,921.

    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 2,508 shares
    Change vs previous 13F +2,508 shares

    0.06% of the 13F portfolio, value $216,508.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,250 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 4,250 shares
    Change vs previous 13F -233 shares

    0.08% of the 13F portfolio, value $250,595.

    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).

  5. period ended2024-12-31
    13F 4,483 shares
    Change vs previous 13F +95 shares

    0.1% of the 13F portfolio, value $325,290.

    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).

  6. period ended2024-09-30
    13F 4,388 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $278,349.

    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).