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
- period ended2026-09-3013F 104,342 sharesChange 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 - period ended2026-06-3013F 104,814 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 108,353 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 112,105 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 124,360 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 122,174 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 120,730 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 115,667 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).