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Charles Carroll Financial Partners, LLC
CIK: 0001899059 | Kingston, MA
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Q3 2023 vs Q4 2023 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q4 2023
13F-HR
38
$93.0M
2024-02-06
SEC ↗
Q3 2023
13F-HR
39
$80.5M
2023-11-14
SEC ↗
Q2 2023
13F-HR
39
$78.4M
2023-08-14
SEC ↗
Q1 2023
13F-HR
36
$65.3M
2023-05-08
SEC ↗
Q4 2022
13F-HR
40
$64.7M
2023-02-09
SEC ↗
Q3 2022
13F-HR
41
$10.0M
2022-11-14
SEC ↗
Q2 2022
13F-HR
43
$2.3M
2022-07-27
SEC ↗
Q1 2022
13F-HR
40
$5.1M
2022-05-12
SEC ↗
Q4 2021
13F-HR
40
$5.2M
2022-01-21
SEC ↗