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Disclosery

Holistic Financial Partners: CARR position timeline

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

Holistic Financial Partners held 4,790 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,790 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $351,347.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 4,701 shares
    Change vs previous 13F +228 shares

    0.1% of the 13F portfolio, value $264,714.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 4,473 shares
    Change vs previous 13F -1,438 shares

    0.09% of the 13F portfolio, value $236,354.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 5,911 shares
    Change vs previous 13F +850 shares

    0.14% of the 13F portfolio, value $352,887.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 5,061 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $370,415.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 5,086 shares
    Change vs previous 13F +55 shares

    0.16% of the 13F portfolio, value $322,453.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 5,031 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $343,417.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 5,042 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $405,831.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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