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Disclosery

Carr Financial Group Corp: SUB position timeline

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

Carr Financial Group Corp held 24,948 SUB 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 24,948 shares
    Change vs previous 13F +5,140 shares

    0.61% of the 13F portfolio, value $2,656,200.

    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 19,808 shares
    Change vs previous 13F +78 shares

    0.56% of the 13F portfolio, value $2,109,594.

    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 19,730 shares
    Change vs previous 13F +156 shares

    0.56% of the 13F portfolio, value $2,105,222.

    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 19,574 shares
    Change vs previous 13F +112 shares

    0.57% of the 13F portfolio, value $2,090,093.

    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 19,462 shares
    Change vs previous 13F +342 shares

    0.61% of the 13F portfolio, value $2,069,563.

    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 19,120 shares
    Change vs previous 13F +12,033 shares

    0.66% of the 13F portfolio, value $2,019,111.

    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 7,087 shares
    Change vs previous 13F +45 shares

    0.23% of the 13F portfolio, value $747,519.

    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 7,042 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $747,809.

    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).