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Segment Wealth Management, LLC: CARR position timeline

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

Segment Wealth Management, LLC held 201,193 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,193 shares
    Change vs previous 13F +4,855 shares

    0.77% of the 13F portfolio, value $14,757,480.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 196,338 shares
    Change vs previous 13F +13,454 shares

    0.65% of the 13F portfolio, value $11,055,772.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 182,884 shares
    Change vs previous 13F -3,042 shares

    0.56% of the 13F portfolio, value $9,663,571.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, 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 185,926 shares
    Change vs previous 13F +2,100 shares

    0.67% of the 13F portfolio, value $11,099,756.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, 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 183,826 shares
    Change vs previous 13F -1,132 shares

    0.85% of the 13F portfolio, value $13,454,236.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 184,958 shares
    Change vs previous 13F +937 shares

    0.79% of the 13F portfolio, value $11,726,332.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 184,021 shares
    Change vs previous 13F +365 shares

    0.86% of the 13F portfolio, value $12,561,304.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 183,656 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $14,782,441.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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