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Disclosery

Carr Financial Group Corp: SPGI position timeline

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

Carr Financial Group Corp held 628 SPGI 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 628 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $255,834.

    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 628 shares
    Change vs previous 13F +19 shares

    0.07% of the 13F portfolio, value $267,107.

    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 609 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $318,150.

    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 617 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $300,195.

    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 606 shares
    Change vs previous 13F +52 shares

    0.09% of the 13F portfolio, value $319,479.

    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 554 shares
    Change vs previous 13F -190 shares

    0.09% of the 13F portfolio, value $281,460.

    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 744 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $370,500.

    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 736 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $380,076.

    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).