Quantum Financial Advisors, LLC

SEC CIK: 0001929139
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

CARR holding history

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

CARR overview All 13F holders of CARR Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of CARR by Quantum Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−3,572−100.0%	Sold out	Holders
Q4 2024	3,572	$243.8K	<0.1%	−133−3.6%	Reduced	Holders
Q3 2024	3,705	$298.2K	<0.1%	+3,705	New	Holders