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Disclosery

Carr Financial Group Corp: XLV position timeline

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

Carr Financial Group Corp held 2,918 XLV 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 2,918 shares
    Change vs previous 13F -32 shares

    0.11% of the 13F portfolio, value $462,922.

    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 2,950 shares
    Change vs previous 13F +255 shares

    0.11% of the 13F portfolio, value $432,485.

    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 2,695 shares
    Change vs previous 13F +894 shares

    0.11% of the 13F portfolio, value $417,214.

    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 1,801 shares
    Change vs previous 13F +217 shares

    0.07% of the 13F portfolio, value $250,689.

    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 1,584 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $213,550.

    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 1,581 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $230,914.

    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 1,558 shares
    Change vs previous 13F -647 shares

    0.07% of the 13F portfolio, value $214,359.

    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 2,205 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $339,542.

    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).