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Steward Partners Investment Advisory, LLC: CARR position timeline

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

Steward Partners Investment Advisory, LLC held 46,741 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,741 shares
    Change vs previous 13F +2,706 shares

    0.02% of the 13F portfolio, value $3,428,445.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 44,035 shares
    Change vs previous 13F +2,513 shares

    0.01% of the 13F portfolio, value $2,479,590.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 41,522 shares
    Change vs previous 13F -90,229 shares

    0.01% of the 13F portfolio, value $2,193,998.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 131,751 shares
    Change vs previous 13F -18,057 shares

    0.05% of the 13F portfolio, value $7,865,506.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 149,808 shares
    Change vs previous 13F -3,257 shares

    0.09% of the 13F portfolio, value $10,964,460.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 153,065 shares
    Change vs previous 13F +41,795 shares

    0.09% of the 13F portfolio, value $9,704,318.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 111,270 shares
    Change vs previous 13F +557 shares

    0.07% of the 13F portfolio, value $7,595,268.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 110,713 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,911,274.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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