HB Wealth Management, LLC: CARR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on CARR, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 47,436 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 47,436 sharesChange vs previous 13F +4,437 shares
0.02% of the 13F portfolio, value $3,479,468.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,999 sharesChange vs previous 13F +4,641 shares
0.02% of the 13F portfolio, value $2,421,281.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,358 sharesChange vs previous 13F -281 shares
0.01% of the 13F portfolio, value $2,026,878.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,639 sharesChange vs previous 13F +2,113 shares
0.02% of the 13F portfolio, value $2,306,762.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,526 sharesChange vs previous 13F +88 shares
0.02% of the 13F portfolio, value $2,673,353.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,438 sharesChange vs previous 13F +4,438 shares
0.02% of the 13F portfolio, value $2,310,212.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,000 sharesChange vs previous 13F +371 shares
0.02% of the 13F portfolio, value $2,184,346.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,629 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,545,848.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).