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Disclosery

Phillips Wealth Planners LLC: CARR position timeline

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

Phillips Wealth Planners LLC held 3,107 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,107 shares
    Change vs previous 13F +3,107 shares

    0.16% of the 13F portfolio, value $213,358.

    13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,633 shares

    13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 4,633 shares
    Change vs previous 13F +1,284 shares

    0.23% of the 13F portfolio, value $277,100.

    13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,349 shares
    Change vs previous 13F -66 shares

    0.23% of the 13F portfolio, value $250,840.

    13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,415 shares
    Change vs previous 13F +8 shares

    0.21% of the 13F portfolio, value $202,373.

    13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,407 shares
    Change vs previous 13F -13 shares

    0.23% of the 13F portfolio, value $226,600.

    13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,420 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $277,191.

    13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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