Carter Financial, LLCETFConcentrated long-term

CIK: 0002115533 | LA JOLLA, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	33	$133.4M	2026-08-13	SEC ↗
Q1 2026	13F-HR	28	$115.0M	2026-05-13	SEC ↗
Q4 2025	13F-HR	24	$113.3M	2026-03-17	SEC ↗