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Disclosery

Carmel Capital Partners, LLC: IR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmel Capital Partners, LLC on IR, newest first. How the timeline and the estimate are built.

Carmel Capital Partners, LLC held 21,428 IR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,428 shares
    Change vs previous 13F -8,434 shares

    0.58% of the 13F portfolio, value $1,756,903.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,862 shares
    Change vs previous 13F +103 shares

    0.86% of the 13F portfolio, value $2,392,559.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,759 shares
    Change vs previous 13F +12,242 shares

    0.83% of the 13F portfolio, value $2,357,519.

    13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,517 shares
    Change vs previous 13F -5,332 shares

    0.61% of the 13F portfolio, value $1,447,265.

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,849 shares
    Change vs previous 13F +2,273 shares

    0.67% of the 13F portfolio, value $1,900,585.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,576 shares
    Change vs previous 13F +5,543 shares

    0.65% of the 13F portfolio, value $1,646,698.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,033 shares
    Change vs previous 13F +1,151 shares

    0.55% of the 13F portfolio, value $1,359,880.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,882 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,362,648.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).