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Disclosery

Carr Financial Group Corp: XLF position timeline

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

Carr Financial Group Corp held 11,489 XLF 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 11,489 shares
    Change vs previous 13F -220 shares

    0.14% of the 13F portfolio, value $615,931.

    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 11,709 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $578,063.

    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 11,708 shares
    Change vs previous 13F -92 shares

    0.17% of the 13F portfolio, value $641,254.

    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 11,800 shares
    Change vs previous 13F -9,613 shares

    0.17% of the 13F portfolio, value $635,662.

    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 21,413 shares
    Change vs previous 13F +7,016 shares

    0.33% of the 13F portfolio, value $1,121,406.

    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 14,397 shares
    Change vs previous 13F +1,533 shares

    0.24% of the 13F portfolio, value $717,129.

    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 12,864 shares
    Change vs previous 13F +575 shares

    0.2% of the 13F portfolio, value $621,713.

    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 12,289 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $556,956.

    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).