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Disclosery

Carr Financial Group Corp: XLG position timeline

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

Carr Financial Group Corp held 5,978 XLG 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 5,978 shares
    Change vs previous 13F -1,125 shares

    0.08% of the 13F portfolio, value $366,027.

    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 7,103 shares
    Change vs previous 13F -470 shares

    0.1% of the 13F portfolio, value $387,446.

    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 7,573 shares
    Change vs previous 13F -118 shares

    0.12% of the 13F portfolio, value $448,934.

    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 7,691 shares
    Change vs previous 13F -752 shares

    0.12% of the 13F portfolio, value $442,381.

    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 8,443 shares
    Change vs previous 13F -23,662 shares

    0.13% of the 13F portfolio, value $439,903.

    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 32,105 shares
    Change vs previous 13F -10,527 shares

    0.48% of the 13F portfolio, value $1,477,453.

    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 42,632 shares
    Change vs previous 13F -193 shares

    0.67% of the 13F portfolio, value $2,129,919.

    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 42,825 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,035,472.

    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).