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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Gateway Wealth Partners, 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)
5,608
Value
$411.4K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of CARR by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,608$411.4K<0.1%−4,284−43.3%ReducedHolders
Q1 20269,892$557.1K<0.1%+9,892NewHolders
Q3 20250$00.0%−8,803−100.0%Sold outHolders
Q2 20258,803$644.3K0.1%+79+0.9%AddedHolders
Q1 20258,724$553.1K0.1%−1,603−15.5%ReducedHolders
Q4 202410,327$705.0K0.2%+7,118+221.8%AddedHolders
Q3 20243,209$258.3K0.1%−11−0.3%ReducedHolders
Q2 20243,220$203.1K0.1%+3,220NewHolders
Q4 20230$00.0%−4,792−100.0%Sold outHolders
Q3 20234,792$264.5K<0.1%−385−7.4%ReducedHolders
Q2 20235,177$257.3K<0.1%+5,177NewHolders