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Foster Victor Wealth Advisors, LLC: CARR position timeline

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

Foster Victor Wealth Advisors, LLC held 250,513 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,513 shares
    Change vs previous 13F +8,083 shares

    0.92% of the 13F portfolio, value $17,475,766.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
    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 242,430 shares
    Change vs previous 13F +58,896 shares

    0.9% of the 13F portfolio, value $15,675,510.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    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 183,534 shares
    Change vs previous 13F -33,243 shares

    0.6% of the 13F portfolio, value $10,312,750.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 216,777 shares
    Change vs previous 13F +42,161 shares

    0.8% of the 13F portfolio, value $12,930,744.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 174,616 shares
    Change vs previous 13F +5,353 shares

    0.9% of the 13F portfolio, value $13,251,617.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 169,263 shares
    Change vs previous 13F +21,146 shares

    0.81% of the 13F portfolio, value $10,030,530.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    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 148,117 shares
    Change vs previous 13F +9,332 shares

    0.79% of the 13F portfolio, value $10,317,848.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 138,785 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $11,391,449.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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