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Disclosery

Carr Financial Group Corp: WMT position timeline

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

Carr Financial Group Corp held 11,661 WMT 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 11,661 shares
    Change vs previous 13F -2,013 shares

    0.3% of the 13F portfolio, value $1,320,780.

    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 13,674 shares
    Change vs previous 13F -1,087 shares

    0.45% of the 13F portfolio, value $1,699,455.

    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 14,761 shares
    Change vs previous 13F +1,685 shares

    0.44% of the 13F portfolio, value $1,644,506.

    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 13,076 shares
    Change vs previous 13F +1,604 shares

    0.37% of the 13F portfolio, value $1,347,597.

    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 11,472 shares
    Change vs previous 13F -646 shares

    0.33% of the 13F portfolio, value $1,121,720.

    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 12,118 shares
    Change vs previous 13F +1,122 shares

    0.35% of the 13F portfolio, value $1,063,882.

    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 10,996 shares
    Change vs previous 13F -1,360 shares

    0.31% of the 13F portfolio, value $993,446.

    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 12,356 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $997,709.

    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).