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Disclosery

Carr Financial Group Corp: VYM position timeline

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

Carr Financial Group Corp held 15,323 VYM 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 15,323 shares
    Change vs previous 13F +354 shares

    0.56% of the 13F portfolio, value $2,421,487.

    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 14,969 shares
    Change vs previous 13F -834 shares

    0.58% of the 13F portfolio, value $2,216,838.

    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 15,803 shares
    Change vs previous 13F -257 shares

    0.6% of the 13F portfolio, value $2,268,108.

    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 16,060 shares
    Change vs previous 13F +575 shares

    0.62% of the 13F portfolio, value $2,263,719.

    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 15,485 shares
    Change vs previous 13F -850 shares

    0.61% of the 13F portfolio, value $2,064,333.

    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 16,335 shares
    Change vs previous 13F +204 shares

    0.69% of the 13F portfolio, value $2,106,620.

    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 16,131 shares
    Change vs previous 13F +321 shares

    0.65% of the 13F portfolio, value $2,058,183.

    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 15,810 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,026,806.

    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).