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Carr Financial Group Corp: SHY position timeline

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

Carr Financial Group Corp held 42,683 SHY 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 42,683 shares
    Change vs previous 13F +10,881 shares

    0.81% of the 13F portfolio, value $3,504,736.

    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 31,802 shares
    Change vs previous 13F +136 shares

    0.69% of the 13F portfolio, value $2,625,870.

    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 31,666 shares
    Change vs previous 13F +1,929 shares

    0.7% of the 13F portfolio, value $2,622,612.

    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 29,737 shares
    Change vs previous 13F -6,870 shares

    0.68% of the 13F portfolio, value $2,467,015.

    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 36,607 shares
    Change vs previous 13F +3,897 shares

    0.9% of the 13F portfolio, value $3,033,215.

    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 32,710 shares
    Change vs previous 13F -97,181 shares

    0.89% of the 13F portfolio, value $2,706,070.

    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 129,891 shares
    Change vs previous 13F +95,811 shares

    3.35% of the 13F portfolio, value $10,648,466.

    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 34,080 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,833,743.

    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).