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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Personal Cfo Solutions, 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)
24,912
Value
$1.83M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CARR by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,912$1.83M0.3%+241+1.0%AddedHolders
Q1 202624,671$1.39M0.2%+181+0.7%AddedHolders
Q4 202524,490$1.29M0.2%+3,541+16.9%AddedHolders
Q3 202520,949$1.25M0.2%+436+2.1%AddedHolders
Q2 202520,513$1.50M0.3%+63+0.3%AddedHolders
Q1 202520,450$1.30M0.3%+121+0.6%AddedHolders
Q4 202420,329$1.39M0.3%+91+0.4%AddedHolders
Q3 202420,238$1.63M0.2%+90+0.4%AddedHolders
Q2 202420,148$1.27M0.2%+7,537+59.8%AddedHolders
Q1 202412,611$733.1K0.1%+1,257+11.1%AddedHolders
Q4 202311,354$652.3K0.1%−411−3.5%ReducedHolders
Q3 202311,765$649.5K0.1%+37+0.3%AddedHolders
Q2 202311,728$583.0K0.1%+32+0.3%AddedHolders
Q1 202311,696$535.1K0.1%−20.0%ReducedHolders
Q4 202211,698$482.5K0.1%+9+0.1%AddedHolders
Q3 202211,689$416.0K0.1%+25+0.2%AddedHolders
Q2 202211,664$416.0K0.1%+39+0.3%AddedHolders
Q1 202211,625$533.0K0.1%−138−1.2%ReducedHolders
Q4 202111,763$638.0K0.1%+40+0.3%AddedHolders
Q3 202111,723$607.0K0.1%−188−1.6%ReducedHolders
Q2 202111,911$579.0K0.1%+7+0.1%AddedHolders
Q1 202111,904$503.0K0.1%––Holders

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