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Mendel Money Management: CARY position timeline

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

Mendel Money Management held 158,094 CARY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,094 shares
    Change vs previous 13F +15,370 shares

    1.2% of the 13F portfolio, value $3,285,373.

    13F-HR 0001600585-26-000005 filed by Mendel Money 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 142,724 shares
    Change vs previous 13F +18,946 shares

    1.24% of the 13F portfolio, value $2,964,792.

    13F-HR 0001600585-26-000003 filed by Mendel Money 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 123,778 shares
    Change vs previous 13F -1,730 shares

    1.08% of the 13F portfolio, value $2,577,739.

    13F-HR 0001600585-26-000002 filed by Mendel Money 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 125,508 shares
    Change vs previous 13F +1,166 shares

    1.1% of the 13F portfolio, value $2,624,372.

    13F-HR 0001600585-25-000005 filed by Mendel Money 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 124,342 shares
    Change vs previous 13F +9,630 shares

    1.15% of the 13F portfolio, value $2,586,314.

    13F-HR 0001085146-25-004446 filed by Mendel Money 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 114,712 shares
    Change vs previous 13F +238 shares

    1.13% of the 13F portfolio, value $2,381,421.

    13F-HR 0001085146-25-002647 filed by Mendel Money 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 114,474 shares
    Change vs previous 13F +26,215 shares

    1.05% of the 13F portfolio, value $2,357,020.

    13F-HR 0001085146-25-001016 filed by Mendel Money 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 88,259 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,870,208.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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