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Focus Partners Wealth: CARR position timeline

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

Focus Partners Wealth held 2,093,397 CARR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,093,397 shares
    Change vs previous 13F +138,282 shares

    0.14% of the 13F portfolio, value $153,550,951.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,081,100 shares
    • Focus Partners Advisor Solutions, LLC: 12,297 shares

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

  2. period ended2026-03-31
    13F 1,955,115 shares
    Change vs previous 13F +1,816,211 shares

    0.11% of the 13F portfolio, value $110,104,255.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,947,389 shares
    • Focus Partners Advisor Solutions, LLC: 7,726 shares

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

  3. period ended2025-12-31
    13F 138,904 shares
    Change vs previous 13F -437 shares

    0.01% of the 13F portfolio, value $7,375,218.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 139,341 shares
    Change vs previous 13F +20,188 shares

    0.01% of the 13F portfolio, value $8,312,191.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 139,341 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 119,153 shares
    Change vs previous 13F +10,370 shares

    0.02% of the 13F portfolio, value $8,720,610.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 115,377 shares
    • Focus Partners Advisor Solutions, LLC: 3,776 shares

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

  6. period ended2025-03-31
    13F/A 108,783 shares
    Change vs previous 13F -1,863 shares

    0.02% of the 13F portfolio, value $6,896,917.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 110,646 shares
    Change vs previous 13F +18,449 shares

    0.02% of the 13F portfolio, value $7,552,699.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 110,646 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 92,197 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,421,108.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 86,699 shares
    • Focus Partners Advisor Solutions, LLC: 5,498 shares

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