Carter's, Inc.
MX ˙ BMV ˙ US1462291097
SecurityMX:CRI / Carter's, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership11 shares
Latest Disclosed Value $ 393
IFP Advisors, Inc reports 57.14% increase in ownership of CRI / Carter's, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 11 shares of Carter's, Inc. (MX:CRI) valued at $393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7 shares of Carter's, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F CARTERS cs 146229109 11 4 57.14 0 0.0000
2026-02-06 2025-12-31 13F CARTERS cs 146229109 7 -10 -58.82 0 -100.00 0.0000
2026-02-06 2025-09-30 13F/A-1 CARTERS cs 146229109 17 -62 -78.48 0 -100.00 0.0000
2025-12-02 2025-09-30 13F CARTERS cs 146229109 0 -79 6 0.0002
2025-07-24 2025-06-30 13F CARTERS cs 146229109 79 31 64.58 7 500.00 0.0002
2025-05-05 2025-03-31 13F CARTERS cs 146229109 48 0 0.00 2 -50.00 0.0001
2025-02-04 2024-12-31 13F CARTERS cs 146229109 48 48 3 0.0001
2023-10-12 2023-09-30 13F CARTERS cs 146229109 0 -11 -100.00 0 0.0000
2023-08-14 2023-06-30 13F/A-1 CARTERS cs 146229109 11 11 1 0.0000
2023-08-04 2023-06-30 13F CARTERS cs 146229109 11 11 1 0.0001
2023-04-18 2023-03-31 13F CARTERS cs 146229109 0 -55 -100.00 0 0.0000
2023-02-07 2022-12-31 13F CARTERS cs 146229109 55 -15 -21.43 0 -100.00 0.0002
2022-11-08 2022-09-30 13F CARTERS cs 146229109 70 51 268.42 9 200.00 0.0002
2022-09-06 2022-06-30 13F/A-1 CARTERS cs 146229109 19 0 0.00 3 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 CARTERS cs 146229109 19 19 3 0.0001
2021-07-13 2021-06-30 13F CARTERS INC COM Stock 146229109 0 0 0 0.0000
2021-04-30 2021-03-31 13F CARTERS INC COM Stock 146229109 0 -562 -100.00 0 -100.00
2021-01-25 2020-12-31 13F CARTERS INC COM Stock 146229109 562 -166 -22.80 54 -14.29 0.0022
2020-10-29 2020-09-30 13F CARTERS INC COM Stock 146229109 728 0 0.00 63 12.50 0.0038
2020-08-05 2020-06-30 13F CARTERS INC COM Stock 146229109 728 0 0.00 56 1.82 0.0044
2020-05-12 2020-03-31 13F CARTERS INC COM Stock 146229109 728 659 955.07 55 587.50 0.0056
2020-01-17 2019-12-31 13F CARTERS INC COM Stock 146229109 69 0 0.00 8 33.33 0.0006
2019-11-07 2019-09-30 13F CARTERS INC COM Stock 146229109 69 69 6 0.0004
2019-05-15 2019-03-31 13F CARTERS INC COM Stock 146229109 0 -5,792 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 CARTERS INC COM Stock 146229109 5,792 5,655 4,127.74 472 3,271.43 0.0288
2019-01-23 2018-12-31 13F CARTERS INC COM Stock 146229109 5,792 5,655 472 0.0288
2019-06-03 2018-09-30 13F/A-9 CARTERS INC COM Stock 146229109 137 -33 -19.41 14 -22.22 0.0006
2018-10-25 2018-09-30 13F CARTERS INC COM Stock 146229109 137 -33 14 0.0006
2019-06-03 2018-06-30 13F/A-8 CARTER INC COM Stock 146229109 170 -94 -35.61 18 -41.94 0.0008
2018-08-07 2018-06-30 13F CARTER INC COM Stock 146229109 170 -510 18
2019-06-03 2018-03-31 13F/A-7 CARTER INC COM Stock 146229109 264 0 0.00 31 0.00 0.0014
2018-05-09 2018-03-31 13F CARTER INC COM Stock 146229109 680 416 71
2019-06-03 2017-12-31 13F/A-6 CARTER INC COM Stock 146229109 264 -10 -3.65 31 14.81 0.0014
2018-01-24 2017-12-31 13F CARTER INC COM Stock 146229109 264 -10 31
2017-10-30 2017-09-30 13F CARTER INC COM Stock 146229109 274 -694 -71.69 27 -68.60 0.0011
2019-06-03 2017-06-30 13F/A-5 CARTER INC COM Stock 146229109 968 -187 -16.19 86 -17.31 0.0036
2017-07-31 2017-06-30 13F CARTER INC COM Stock 146229109 968 -187 86
2019-06-03 2017-03-31 13F/A-4 CARTER INC COM Stock 146229109 1,155 30 2.67 104 7.22 0.0045
2017-04-26 2017-03-31 13F CARTER INC COM Stock 146229109 1,155 30 104
2019-06-03 2016-12-31 13F/A-3 CARTER INC COM Stock 146229109 1,125 96 9.33 97 8.99 0.0047
2017-02-14 2016-12-31 13F CARTER INC COM Stock 146229109 1,125 96 97
2016-11-04 2016-09-30 13F CARTER INC COM Stock 146229109 1,029 40 4.04 89 -15.24 0.0046
2019-06-03 2016-06-30 13F/A-2 CARTER INC COM Stock 146229109 989 199 25.19 105 26.51 0.0059
2016-08-22 2016-06-30 13F CARTER INC COM Stock 146229109 989 199 105
2016-05-02 2016-03-31 13F CARTER INC COM Stock 146229109 790 23 3.00 83 22.06 0.0050
2016-02-11 2015-12-31 13F CARTER INC COM Stock 146229109 767 767 68 0.0046
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.