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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

CARR holding history

Carrier Global Corp in every 13F filed by River Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overviewAll 13F holders of CARRFull Q2 2026 holdings

Shares (Q2 2026)
8,518
Value
$624.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CARR by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,518$624.8K0.1%00.0%UnchangedHolders
Q1 20268,518$479.7K0.1%−439−4.9%ReducedHolders
Q4 20258,957$473.3K0.1%+410+4.8%AddedHolders
Q3 20258,547$510.3K0.1%−56−0.7%ReducedHolders
Q2 20258,603$629.7K0.1%+184+2.2%AddedHolders
Q1 20258,419$533.8K0.1%−462−5.2%ReducedHolders
Q4 20248,881$606.2K0.1%−833−8.6%ReducedHolders
Q3 20249,714$781.9K0.1%+20.0%AddedHolders
Q2 20249,712$612.6K0.1%−470−4.6%ReducedHolders
Q1 202410,182$591.9K0.1%+932+10.1%AddedHolders
Q4 20239,250$531.4K0.1%−107−1.1%ReducedHolders
Q3 20239,357$516.5K0.1%−1,439−13.3%ReducedHolders
Q2 202310,796$536.7K0.1%−399−3.6%ReducedHolders
Q1 202311,195$512.2K0.1%−3,637−24.5%ReducedHolders
Q4 202214,832$611.8K0.1%−595−3.9%ReducedHolders
Q3 202215,427$549.0K0.1%−349−2.2%ReducedHolders
Q2 202215,776$563.0K0.1%−243−1.5%ReducedHolders
Q1 202216,019$735.0K0.1%−158−1.0%ReducedHolders
Q4 202116,177$877.0K0.1%−17−0.1%ReducedHolders
Q3 202116,194$838.0K0.1%+574+3.7%AddedHolders
Q2 202115,620$759.0K0.1%+241+1.6%AddedHolders
Q1 202115,379$649.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.