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IMA Advisory Services, Inc.: CARR position timeline

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

IMA Advisory Services, Inc. held 24,610 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,610 shares
    Change vs previous 13F -745 shares

    0.11% of the 13F portfolio, value $1,805,174.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, Inc.
    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 25,355 shares
    Change vs previous 13F -279 shares

    0.14% of the 13F portfolio, value $1,427,751.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, Inc.
    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 25,634 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $1,354,500.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, Inc.
    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 25,879 shares
    Change vs previous 13F -732 shares

    0.16% of the 13F portfolio, value $1,544,976.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, Inc.
    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 26,611 shares
    Change vs previous 13F +735 shares

    0.21% of the 13F portfolio, value $1,947,659.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, Inc.
    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 25,876 shares
    Change vs previous 13F -633 shares

    0.19% of the 13F portfolio, value $1,640,538.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, Inc.
    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 26,509 shares
    Change vs previous 13F +187 shares

    0.22% of the 13F portfolio, value $1,815,372.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, Inc.
    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 26,322 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,118,658.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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