Costello Asset Management, INC: CARR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on CARR, newest first. How the timeline and the estimate are built.
Costello Asset Management, INC held 2,626 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,626 sharesChange vs previous 13F -199 shares
0.06% of the 13F portfolio, value $192,607.
13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,825 sharesChange vs previous 13F -73 shares
0.05% of the 13F portfolio, value $159,077.
13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,898 sharesChange vs previous 13F -198 shares
0.05% of the 13F portfolio, value $153,110.
13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,096 sharesChange vs previous 13F -57 shares
0.06% of the 13F portfolio, value $184,815.
13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,153 sharesChange vs previous 13F +127 shares
0.09% of the 13F portfolio, value $230,802.
13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,026 sharesChange vs previous 13F +2,901 shares
0.08% of the 13F portfolio, value $191,871.
13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 125 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $8,533.
13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 125 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $10,061.
13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).