Carter Financial Group, INC.: ZECP position timeline

Carter Financial Group, INC. held 36,973 ZECP 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 36,973 shares

   Change vs previous 13F +631 shares

   0.72% of the 13F portfolio, value $1,395,358.

   13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 36,342 shares

   Change vs previous 13F -1,205 shares

   0.76% of the 13F portfolio, value $1,229,448.

   13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 37,547 shares

   Change vs previous 13F -7,778 shares

   0.78% of the 13F portfolio, value $1,315,504.

   13F-HR 0001104659-26-014882 filed by Carter Financial Group, INC.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 45,325 shares

   Change vs previous 13F -1,231 shares

   0.92% of the 13F portfolio, value $1,523,817.

   13F-HR 0001104659-25-112072 filed by Carter Financial Group, INC.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 46,556 shares

   Change vs previous 13F not available

   0.97% of the 13F portfolio, value $1,485,593.

   13F-HR 0001104659-25-081781 filed by Carter Financial Group, INC.
   Filed 2025-08-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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