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Disclosery

Carr Financial Group Corp: USMV position timeline

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

Carr Financial Group Corp held 35,546 USMV 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 35,546 shares
    Change vs previous 13F +451 shares

    0.79% of the 13F portfolio, value $3,428,726.

    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 35,095 shares
    Change vs previous 13F -1,419 shares

    0.86% of the 13F portfolio, value $3,254,746.

    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 36,514 shares
    Change vs previous 13F -3,148 shares

    0.92% of the 13F portfolio, value $3,438,143.

    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 39,662 shares
    Change vs previous 13F -7,818 shares

    1.04% of the 13F portfolio, value $3,773,434.

    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 47,480 shares
    Change vs previous 13F -8,928 shares

    1.32% of the 13F portfolio, value $4,456,931.

    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 56,408 shares
    Change vs previous 13F +18,923 shares

    1.73% of the 13F portfolio, value $5,283,194.

    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 37,485 shares
    Change vs previous 13F +2,703 shares

    1.05% of the 13F portfolio, value $3,328,268.

    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 34,782 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,175,946.

    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).