Skip to content
Disclosery

Carter Financial Group, INC.: AVUV position timeline

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

Carter Financial Group, INC. held 40,465 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,465 shares
    Change vs previous 13F +38,075 shares

    2.62% of the 13F portfolio, value $5,048,470.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
    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 2,390 shares
    Change vs previous 13F -105 shares

    0.16% of the 13F portfolio, value $264,067.

    13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
    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 2,495 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $254,481.

    13F-HR 0001104659-26-014882 filed by Carter Financial Group, INC.
    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 2,484 shares
    Change vs previous 13F -73 shares

    0.15% of the 13F portfolio, value $247,242.

    13F-HR 0001104659-25-112072 filed by Carter Financial Group, INC.
    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 2,557 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $232,983.

    13F-HR 0001104659-25-081781 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).