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Disclosery

Carr Financial Group Corp: QUAL position timeline

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

Carr Financial Group Corp held 14,929 QUAL 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 14,929 shares
    Change vs previous 13F +105 shares

    0.75% of the 13F portfolio, value $3,275,821.

    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 14,824 shares
    Change vs previous 13F +34 shares

    0.75% of the 13F portfolio, value $2,843,482.

    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 14,790 shares
    Change vs previous 13F -436 shares

    0.78% of the 13F portfolio, value $2,937,589.

    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 15,226 shares
    Change vs previous 13F +190 shares

    0.81% of the 13F portfolio, value $2,961,390.

    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 15,036 shares
    Change vs previous 13F -591 shares

    0.81% of the 13F portfolio, value $2,748,935.

    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 15,627 shares
    Change vs previous 13F -452 shares

    0.88% of the 13F portfolio, value $2,670,442.

    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 16,079 shares
    Change vs previous 13F -553 shares

    0.9% of the 13F portfolio, value $2,863,275.

    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 16,632 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,982,034.

    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).