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Sargent Investment Group, LLC: CARR position timeline

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

Sargent Investment Group, LLC held 48,575 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,575 shares
    Change vs previous 13F -420 shares

    0.43% of the 13F portfolio, value $3,562,976.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 48,995 shares
    Change vs previous 13F -7,660 shares

    0.36% of the 13F portfolio, value $2,758,908.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 56,655 shares
    Change vs previous 13F -1,105 shares

    0.38% of the 13F portfolio, value $2,993,650.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 57,760 shares
    Change vs previous 13F +20 shares

    0.49% of the 13F portfolio, value $3,448,272.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 57,740 shares
    Change vs previous 13F +14,314 shares

    0.52% of the 13F portfolio, value $3,817,191.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 43,426 shares
    Change vs previous 13F +189 shares

    0.44% of the 13F portfolio, value $2,753,208.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 43,237 shares
    Change vs previous 13F -1,467 shares

    0.47% of the 13F portfolio, value $2,901,635.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, LLC
    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 44,704 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,598,225.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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