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Connecticut Wealth Management, LLC: CARR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Connecticut Wealth Management, LLC on CARR, newest first. How the timeline and the estimate are built.

Connecticut Wealth Management, LLC held 104,342 CARR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,342 shares
    Change vs previous 13F -472 shares

    0.21% of the 13F portfolio, value $5,724,211.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,814 shares
    Change vs previous 13F -3,539 shares

    0.28% of the 13F portfolio, value $7,688,075.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 108,353 shares
    Change vs previous 13F -3,752 shares

    0.26% of the 13F portfolio, value $6,101,384.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 112,105 shares
    Change vs previous 13F -12,255 shares

    0.26% of the 13F portfolio, value $5,923,622.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 124,360 shares
    Change vs previous 13F +2,186 shares

    0.33% of the 13F portfolio, value $7,424,309.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 122,174 shares
    Change vs previous 13F +1,444 shares

    0.43% of the 13F portfolio, value $8,941,891.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 120,730 shares
    Change vs previous 13F +5,063 shares

    0.4% of the 13F portfolio, value $7,654,298.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 115,667 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,895,398.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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