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Disclosery

Carr Financial Group Corp: VIG position timeline

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

Carr Financial Group Corp held 127,747 VIG 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 127,747 shares
    Change vs previous 13F +13,932 shares

    6.96% of the 13F portfolio, value $30,227,488.

    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 113,815 shares
    Change vs previous 13F -6,138 shares

    6.46% of the 13F portfolio, value $24,477,085.

    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 119,953 shares
    Change vs previous 13F +672 shares

    7.02% of the 13F portfolio, value $26,363,187.

    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 119,281 shares
    Change vs previous 13F +37,143 shares

    7.07% of the 13F portfolio, value $25,739,557.

    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 82,138 shares
    Change vs previous 13F +2,832 shares

    4.96% of the 13F portfolio, value $16,811,227.

    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 79,306 shares
    Change vs previous 13F +3,128 shares

    5.04% of the 13F portfolio, value $15,384,490.

    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 76,178 shares
    Change vs previous 13F -11,020 shares

    4.69% of the 13F portfolio, value $14,917,962.

    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 87,198 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $17,270,515.

    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).