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Northwest Financial Advisors: CARR position timeline

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

Northwest Financial Advisors held 4,214 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,214 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $309,097.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 4,199 shares
    Change vs previous 13F +14 shares

    0.46% of the 13F portfolio, value $236,458.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 4,185 shares
    Change vs previous 13F -137 shares

    0.45% of the 13F portfolio, value $221,122.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 4,322 shares
    Change vs previous 13F +13 shares

    0.33% of the 13F portfolio, value $258,043.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 4,309 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $315,361.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 4,296 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $272,387.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 4,283 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $292,333.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 4,273 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $343,899.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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