Skip to content
Disclosery

Carter Financial Group, INC.: GS position timeline

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

Carter Financial Group, INC. held 436 GS 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 436 shares
    Change vs previous 13F -63 shares

    0.23% of the 13F portfolio, value $441,031.

    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 499 shares
    Change vs previous 13F +20 shares

    0.26% of the 13F portfolio, value $422,211.

    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 479 shares
    Change vs previous 13F -32 shares

    0.25% of the 13F portfolio, value $421,105.

    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 511 shares
    Change vs previous 13F +78 shares

    0.25% of the 13F portfolio, value $406,993.

    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 433 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $305,196.

    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).