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Disclosery

Carr Financial Group Corp: STIP position timeline

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

Carr Financial Group Corp held 29,897 STIP 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 29,897 shares
    Change vs previous 13F +5,390 shares

    0.7% of the 13F portfolio, value $3,054,318.

    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 24,507 shares
    Change vs previous 13F -500 shares

    0.67% of the 13F portfolio, value $2,534,721.

    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 25,007 shares
    Change vs previous 13F +1,060 shares

    0.68% of the 13F portfolio, value $2,560,429.

    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 23,947 shares
    Change vs previous 13F +9,402 shares

    0.68% of the 13F portfolio, value $2,475,210.

    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 14,545 shares
    Change vs previous 13F +499 shares

    0.44% of the 13F portfolio, value $1,496,847.

    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 14,046 shares
    Change vs previous 13F +20 shares

    0.48% of the 13F portfolio, value $1,453,307.

    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 14,026 shares
    Change vs previous 13F +85 shares

    0.44% of the 13F portfolio, value $1,411,056.

    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 13,941 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,412,529.

    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).