Skip to content
Disclosery

Carter Financial Group, INC.: SMIZ position timeline

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

Carter Financial Group, INC. held 13,103 SMIZ 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 13,103 shares
    Change vs previous 13F +11 shares

    0.3% of the 13F portfolio, value $584,672.

    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 13,092 shares
    Change vs previous 13F -168 shares

    0.3% of the 13F portfolio, value $485,334.

    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 13,260 shares
    Change vs previous 13F -2,573 shares

    0.29% of the 13F portfolio, value $493,531.

    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 15,833 shares
    Change vs previous 13F -549 shares

    0.36% of the 13F portfolio, value $591,344.

    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 16,382 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $555,169.

    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).