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Disclosery

Souders Financial Advisors: CARR position timeline

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

Souders Financial Advisors held 23,026 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,026 shares
    Change vs previous 13F -918 shares

    0.17% of the 13F portfolio, value $1,688,934.

    13F-HR 0001811240-26-000003 filed by Souders 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 23,944 shares
    Change vs previous 13F -890 shares

    0.15% of the 13F portfolio, value $1,348,271.

    13F-HR 0001811240-26-000002 filed by Souders 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 24,834 shares
    Change vs previous 13F -3,094 shares

    0.15% of the 13F portfolio, value $1,312,219.

    13F-HR 0001811240-26-000001 filed by Souders 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 27,928 shares
    Change vs previous 13F -1,649 shares

    0.2% of the 13F portfolio, value $1,667,304.

    13F-HR 0001811240-25-000006 filed by Souders 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 29,577 shares
    Change vs previous 13F -5,200 shares

    0.28% of the 13F portfolio, value $2,164,775.

    13F-HR 0001811240-25-000004 filed by Souders 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 34,777 shares
    Change vs previous 13F -23,488 shares

    0.31% of the 13F portfolio, value $2,204,849.

    13F-HR 0001811240-25-000002 filed by Souders 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 58,265 shares
    Change vs previous 13F -19,747 shares

    0.56% of the 13F portfolio, value $3,977,151.

    13F-HR 0001811240-25-000001 filed by Souders 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 78,012 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,279,151.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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