Skip to content
Disclosery

Carr Financial Group Corp: SHYG position timeline

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

Carr Financial Group Corp held 376,508 SHYG 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 376,508 shares
    Change vs previous 13F +341,610 shares

    3.68% of the 13F portfolio, value $15,967,700.

    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 34,898 shares
    Change vs previous 13F -9,104 shares

    0.39% of the 13F portfolio, value $1,476,554.

    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 44,002 shares
    Change vs previous 13F +9,101 shares

    0.5% of the 13F portfolio, value $1,886,367.

    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 34,901 shares
    Change vs previous 13F +7,096 shares

    0.41% of the 13F portfolio, value $1,511,233.

    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 27,805 shares
    Change vs previous 13F +3,191 shares

    0.35% of the 13F portfolio, value $1,199,497.

    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 24,614 shares
    Change vs previous 13F +4,077 shares

    0.34% of the 13F portfolio, value $1,046,606.

    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 20,537 shares
    Change vs previous 13F -84 shares

    0.28% of the 13F portfolio, value $875,081.

    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 20,621 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $895,349.

    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).