Clarus Wealth Advisors: CARR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarus Wealth Advisors on CARR, newest first. How the timeline and the estimate are built.
Clarus Wealth Advisors held 27,744 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 27,744 sharesChange vs previous 13F +978 shares
0.71% of the 13F portfolio, value $1,851,635.
13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,766 sharesChange vs previous 13F +26,766 shares
0.63% of the 13F portfolio, value $1,483,907.
13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -18,475 shares
13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 18,475 sharesChange vs previous 13F +4,299 shares
0.64% of the 13F portfolio, value $1,383,778.
13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,176 sharesChange vs previous 13F +1,963 shares
0.46% of the 13F portfolio, value $861,476.
13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,213 sharesChange vs previous 13F +2,961 shares
0.41% of the 13F portfolio, value $819,614.
13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,252 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $744,046.
13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).