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CX Institutional: CARR position timeline

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

CX Institutional held 13,596 CARR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,596 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $746,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,771 shares
    Change vs previous 13F -275 shares

    0.03% of the 13F portfolio, value $1,010,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 14,046 shares
    Change vs previous 13F +1,289 shares

    0.02% of the 13F portfolio, value $791,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 12,757 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $674,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 12,882 shares
    Change vs previous 13F +4,808 shares

    0.02% of the 13F portfolio, value $769,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 8,074 shares
    Change vs previous 13F -1,801 shares

    0.02% of the 13F portfolio, value $591,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 9,875 shares
    Change vs previous 13F -3,737 shares

    0.02% of the 13F portfolio, value $626,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 13,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $929,178.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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