Harold Davidson & Associates Inc.: CARR position timeline

Harold Davidson & Associates Inc. held 3,125 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,125 shares

   Change vs previous 13F +3,125 shares

   0.1% of the 13F portfolio, value $229,219.

   13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,304 shares

   13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-06-30

   13F 3,304 shares

   Change vs previous 13F -225 shares

   0.16% of the 13F portfolio, value $241,820.

   13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 3,529 shares

   Change vs previous 13F -70 shares

   0.12% of the 13F portfolio, value $223,739.

   13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
   Filed 2025-06-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 3,599 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $245,668.

   13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
   Filed 2025-06-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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