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Disclosery

Carr Financial Group Corp: VTI position timeline

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

Carr Financial Group Corp held 47,161 VTI 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 47,161 shares
    Change vs previous 13F -418 shares

    4.02% of the 13F portfolio, value $17,451,541.

    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 47,579 shares
    Change vs previous 13F -1,000 shares

    4.03% of the 13F portfolio, value $15,263,727.

    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 48,579 shares
    Change vs previous 13F -1,165 shares

    4.34% of the 13F portfolio, value $16,286,918.

    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 49,744 shares
    Change vs previous 13F +695 shares

    4.48% of the 13F portfolio, value $16,324,456.

    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 49,049 shares
    Change vs previous 13F -1,180 shares

    4.4% of the 13F portfolio, value $14,907,460.

    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 50,229 shares
    Change vs previous 13F -3,119 shares

    4.52% of the 13F portfolio, value $13,804,863.

    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 53,348 shares
    Change vs previous 13F +2,062 shares

    4.86% of the 13F portfolio, value $15,460,660.

    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 51,286 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $14,522,227.

    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).