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Kestra Advisory Services, LLC: CARR position timeline

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

Kestra Advisory Services, LLC held 194,741 CARR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,741 shares
    Change vs previous 13F -2,544 shares

    0.04% of the 13F portfolio, value $14,284,253.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,373 shares
    • Kestra Advisory Services, LLC: 167,368 shares

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

  2. period ended2026-03-31
    13F 197,285 shares
    Change vs previous 13F -8,459 shares

    0.03% of the 13F portfolio, value $11,109,113.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,498 shares
    • Kestra Advisory Services, LLC: 165,787 shares

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

  3. period ended2025-12-31
    13F 205,744 shares
    Change vs previous 13F +59,623 shares

    0.03% of the 13F portfolio, value $10,871,506.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,150 shares
    • Kestra Advisory Services, LLC: 176,594 shares

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

  4. period ended2025-09-30
    13F 146,121 shares
    Change vs previous 13F +13,702 shares

    0.03% of the 13F portfolio, value $8,723,447.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,184 shares
    • Kestra Advisory Services, LLC: 116,937 shares

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

  5. period ended2025-06-30
    13F/A 132,419 shares
    Change vs previous 13F +8,487 shares

    0.04% of the 13F portfolio, value $9,691,744.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,156 shares
    • Kestra Advisory Services, LLC: 105,263 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 123,932 shares
    Change vs previous 13F +3,286 shares

    0.03% of the 13F portfolio, value $7,857,289.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,912 shares
    • Kestra Advisory Services, LLC: 104,841 shares
    • Kestra Investment Management, LLC: 179 shares

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

  7. period ended2024-12-31
    13F 120,646 shares
    Change vs previous 13F +8,109 shares

    0.03% of the 13F portfolio, value $8,235,296.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,980 shares
    • Kestra Advisory Services, LLC: 101,666 shares

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

  8. period ended2024-09-30
    13F 112,537 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,058,102.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,175 shares
    • Kestra Advisory Services, LLC: 94,362 shares

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