Modern Wealth Management, LLC

SEC CIK: 0002001900
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CARR holding history

Carrier Global Corp in every 13F filed by Modern Wealth Management, 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 (Q2 2026): 3,935
Value: $288.6K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of CARR by Modern Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,935	$288.6K	<0.1%	+3,935	New	Holders
Q3 2025	0	$0	0.0%	−4,111−100.0%	Sold out	Holders
Q2 2025	4,111	$300.9K	<0.1%	+4,111	New	Holders