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Disclosery

Dakota Wealth Management: CARR position timeline

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

Dakota Wealth Management held 12,950 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,950 shares
    Change vs previous 13F -394 shares

    0.02% of the 13F portfolio, value $949,864.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F/A 13,344 shares
    Change vs previous 13F -4,982 shares

    0.02% of the 13F portfolio, value $751,426.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 18,326 shares
    Change vs previous 13F -668 shares

    0.02% of the 13F portfolio, value $968,355.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 18,994 shares
    Change vs previous 13F -9,088 shares

    0.02% of the 13F portfolio, value $1,133,918.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 28,082 shares
    Change vs previous 13F +1,312 shares

    0.04% of the 13F portfolio, value $2,055,358.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,770 shares
    Change vs previous 13F +4,535 shares

    0.04% of the 13F portfolio, value $1,697,244.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,235 shares
    Change vs previous 13F +3,478 shares

    0.03% of the 13F portfolio, value $1,517,783.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,757 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,509,770.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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