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Disclosery

Carr Financial Group Corp: VSGX position timeline

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

Carr Financial Group Corp held 50,200 VSGX 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 50,200 shares
    Change vs previous 13F +8,212 shares

    0.95% of the 13F portfolio, value $4,133,497.

    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 41,988 shares
    Change vs previous 13F +799 shares

    0.79% of the 13F portfolio, value $3,011,783.

    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 41,189 shares
    Change vs previous 13F +55 shares

    0.79% of the 13F portfolio, value $2,949,977.

    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 41,134 shares
    Change vs previous 13F +5,193 shares

    0.78% of the 13F portfolio, value $2,853,444.

    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 35,941 shares
    Change vs previous 13F +350 shares

    0.69% of the 13F portfolio, value $2,354,149.

    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 35,591 shares
    Change vs previous 13F +227 shares

    0.69% of the 13F portfolio, value $2,099,166.

    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 35,364 shares
    Change vs previous 13F +304 shares

    0.63% of the 13F portfolio, value $2,005,138.

    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 35,060 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,156,539.

    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).