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Disclosery

Carnegie Investment Counsel: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carnegie Investment Counsel on BMO, newest first. How the timeline and the estimate are built.

Carnegie Investment Counsel held 24,280 BMO 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 24,280 shares
    Change vs previous 13F +309 shares

    0.09% of the 13F portfolio, value $4,290,236.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 23,971 shares
    Change vs previous 13F -22 shares

    0.06% of the 13F portfolio, value $3,244,205.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 23,993 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $3,114,022.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 24,068 shares
    Change vs previous 13F +1,367 shares

    0.06% of the 13F portfolio, value $3,134,828.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 22,701 shares
    Change vs previous 13F +661 shares

    0.05% of the 13F portfolio, value $2,511,387.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 22,040 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,942,165.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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