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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

  1. period ended2026-06-30
    13F 47,436 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 42,999 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 38,358 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 38,639 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 36,526 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 36,438 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 32,000 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 31,629 shares
    Change 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), ingested

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