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Disclosery

Carter Financial Group, INC.: SPY position timeline

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

Carter Financial Group, INC. held 1,966 SPY 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 1,966 shares
    Change vs previous 13F -1 shares

    0.76% of the 13F portfolio, value $1,471,222.

    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 1,967 shares
    Change vs previous 13F -9 shares

    0.79% of the 13F portfolio, value $1,279,542.

    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 1,976 shares
    Change vs previous 13F -11 shares

    0.8% of the 13F portfolio, value $1,351,007.

    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 1,987 shares
    Change vs previous 13F -18 shares

    0.8% of the 13F portfolio, value $1,326,739.

    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 2,005 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,241,578.

    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).