CARL CARLSMED INC
FollowCOMMON STOCK (common), issuer CIK 1794546
Filings received so far for Q3 2026: 5 13F filers report a position in CARL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
| Owner | Date | Shares | Price | Filing |
|---|---|---|---|---|
| Bertolini Jeffreyofficer (Chief Operating Officer) | 2026-10-05 | -747 S | $14.39 | Form 4 |
| Bertolini Jeffreyofficer (Chief Operating Officer) | 2026-10-05 | +747 M | $5.915 | Form 4 |
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 17,900 | $252K | 0.01% | +6,000 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 1,234 | $17.4K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 261 | $3.67K | <0.01% | +165 | 13F-HRTimeline |
| True Wealth Design, LLC | 47 | $662 | <0.01% | -5 | 13F-HRTimeline |
| GAMMA Investing LLC | 12 | $169 | <0.01% | new | 13F-HRTimeline |
Events
Bertolini Jeffrey reported transactions in CARL shares with no net change in a Form 4 filed 2026-10-06. 0001193125-26-415735
Accepted , ingested