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IEQ CAPITAL, LLC: CARR position timeline

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

IEQ CAPITAL, LLC held 169,218 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,218 shares
    Change vs previous 13F +75,293 shares

    0.06% of the 13F portfolio, value $12,412,149.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 93,925 shares
    Change vs previous 13F +87,154 shares

    0.02% of the 13F portfolio, value $5,288,950.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 6,771 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $357,804.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 6,888 shares
    Change vs previous 13F -22,908 shares

    <0.01% of the 13F portfolio, value $411,228.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 29,796 shares
    Change vs previous 13F +12,738 shares

    0.01% of the 13F portfolio, value $2,180,742.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 17,058 shares
    Change vs previous 13F +1,563 shares

    0.01% of the 13F portfolio, value $1,081,443.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 15,495 shares
    Change vs previous 13F -28,696 shares

    0.01% of the 13F portfolio, value $1,057,685.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 44,191 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,556,936.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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