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Disclosery

Advisor OS, LLC: CARR position timeline

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

Advisor OS, LLC held 8,256 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 8,256 shares
    Change vs previous 13F -4,581 shares

    0.04% of the 13F portfolio, value $605,545.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 12,837 shares
    Change vs previous 13F -8,640 shares

    0.05% of the 13F portfolio, value $722,867.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 21,477 shares
    Change vs previous 13F +178 shares

    0.09% of the 13F portfolio, value $1,134,837.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 21,299 shares
    Change vs previous 13F +472 shares

    0.11% of the 13F portfolio, value $1,271,569.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 20,827 shares
    Change vs previous 13F +2,188 shares

    0.15% of the 13F portfolio, value $1,524,361.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 18,639 shares
    Change vs previous 13F +4,826 shares

    0.13% of the 13F portfolio, value $1,181,691.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 13,813 shares
    Change vs previous 13F +2,825 shares

    0.11% of the 13F portfolio, value $942,870.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 10,988 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $884,489.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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