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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Simplicity Wealth,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)
25,557
Value
$1.87M
% of portfolio
0.1%
Quarters held
3
Since Q1 2024
Holdings of CARR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,557$1.87M0.1%+25,557NewHolders
Q3 20240$00.0%−45,191−100.0%Sold outHolders
Q2 202445,191$2.85M0.1%−3,781−7.7%ReducedHolders
Q1 202448,972$2.85M0.1%+48,972NewHolders