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Disclosery

Lewis Asset Management, LLC: CARY position timeline

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

Lewis Asset Management, LLC held 99,041 CARY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,041 shares
    Change vs previous 13F +2,661 shares

    0.72% of the 13F portfolio, value $2,058,074.

    13F-HR 0002004520-26-000003 filed by Lewis Asset 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 96,380 shares
    Change vs previous 13F +32,505 shares

    0.82% of the 13F portfolio, value $2,002,085.

    13F-HR 0002004520-26-000002 filed by Lewis Asset 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 63,875 shares
    Change vs previous 13F +40,074 shares

    0.54% of the 13F portfolio, value $1,330,223.

    13F-HR 0002004520-26-000001 filed by Lewis Asset 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 23,801 shares
    Change vs previous 13F +683 shares

    0.2% of the 13F portfolio, value $497,688.

    13F-HR 0002004520-25-000009 filed by Lewis Asset 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 23,118 shares
    Change vs previous 13F +6,151 shares

    0.23% of the 13F portfolio, value $480,858.

    13F-HR 0002004520-25-000007 filed by Lewis Asset 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 16,967 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $352,243.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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