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Carlyle Group Inc.: PHAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlyle Group Inc. on PHAT, newest first. How the timeline and the estimate are built.

Carlyle Group Inc. held 3,496,808 PHAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,496,808 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $37,940,367.

    13F-HR 0000898432-26-000602 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $38,849,537.

    13F-HR 0000898432-26-000339 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $57,977,077.

    13F-HR 0000898432-26-000105 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $41,052,526.

    13F-HR 0000898432-25-000873 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $33,534,389.

    13F-HR 0000898432-25-000575 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $21,924,986.

    13F-HR 0000898432-25-000328 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $28,394,081.

    13F-HR 0000898432-25-000122 filed by Carlyle Group Inc.
    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 3,496,808 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $63,187,321.

    13F-HR 0000898432-24-000887 filed by Carlyle Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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