Skip to content
Disclosery

Carter Financial Group, INC.: T position timeline

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

Carter Financial Group, INC. held 13,638 T 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 13,638 shares
    Change vs previous 13F +352 shares

    0.15% of the 13F portfolio, value $282,306.

    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 13,286 shares
    Change vs previous 13F -379 shares

    0.24% of the 13F portfolio, value $385,156.

    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 13,665 shares
    Change vs previous 13F +905 shares

    0.2% of the 13F portfolio, value $339,447.

    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 12,760 shares
    Change vs previous 13F +2,773 shares

    0.22% of the 13F portfolio, value $360,348.

    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 9,987 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $289,025.

    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).