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Disclosery

HoyleCohen, LLC: CARR position timeline

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

HoyleCohen, LLC held 36,216 CARR shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 36,216 shares
    Change vs previous 13F +544 shares

    0.17% of the 13F portfolio, value $2,284,496.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 35,672 shares
    Change vs previous 13F +2,949 shares

    0.16% of the 13F portfolio, value $2,073,588.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 32,723 shares
    Change vs previous 13F +803 shares

    0.15% of the 13F portfolio, value $1,879,949.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 31,920 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,761,975.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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