Carter Financial Group, Inc.GrowthConcentrated trader

CIK: 0001919749 | BARRINGTON, IL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	132	$196.3M	2026-10-21	SEC ↗
Q2 2026	13F-HR	134	$192.9M	2026-07-30	SEC ↗
Q1 2026	13F-HR	126	$161.7M	2026-04-27	SEC ↗
Q4 2025	13F-HR	121	$168.6M	2026-02-13	SEC ↗
Q3 2025	13F-HR	116	$165.5M	2025-11-14	SEC ↗
Q2 2025	13F-HR	116	$152.9M	2025-08-22	SEC ↗
Q1 2022	13F-HR	60	$14.0M	2022-05-03	SEC ↗