Charles Carroll Financial Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Kingston, MA
CIK
0001899059
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 39 80,527 13F-HR 11/14/2023 000189905923000004 Charles Carroll Financial Partners, LLC
Q2 2023 39 78,421 13F-HR 8/14/2023 000189905923000003 Charles Carroll Financial Partners, LLC
Q1 2023 36 65,253 13F-HR 5/8/2023 000189905923000002 Charles Carroll Financial Partners, LLC
Q4 2022 40 64,696 13F-HR 2/9/2023 000189905923000001 Charles Carroll Financial Partners, LLC
Q3 2022 41 62,008 13F-HR 11/14/2022 000189905922000004 Charles Carroll Financial Partners, LLC
Q2 2022 43 76,530 13F-HR 7/27/2022 000189905922000003 Charles Carroll Financial Partners, LLC
Q1 2022 40 96,534 13F-HR 5/12/2022 000189905922000002 Charles Carroll Financial Partners, LLC
Q4 2021 40 100,711 13F-HR 1/21/2022 000189905922000001 Charles Carroll Financial Partners, LLC