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Massachusetts Wealth Management: CARR position timeline

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

Massachusetts Wealth Management held 23,110 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,110 shares
    Change vs previous 13F +375 shares

    0.65% of the 13F portfolio, value $1,695,118.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 22,735 shares
    Change vs previous 13F +225 shares

    0.55% of the 13F portfolio, value $1,280,208.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 22,510 shares
    Change vs previous 13F -100 shares

    0.55% of the 13F portfolio, value $1,189,428.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 22,610 shares
    Change vs previous 13F +1,450 shares

    0.67% of the 13F portfolio, value $1,349,817.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 21,160 shares
    Change vs previous 13F +560 shares

    0.87% of the 13F portfolio, value $1,548,700.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 20,600 shares
    Change vs previous 13F +1,775 shares

    0.9% of the 13F portfolio, value $1,306,040.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 18,825 shares
    Change vs previous 13F +1,275 shares

    0.79% of the 13F portfolio, value $1,284,994.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 17,550 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,412,600.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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