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Disclosery

Carnegie Investment Counsel: EPOL position timeline

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

Carnegie Investment Counsel held 10,927 EPOL 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 10,927 shares
    Change vs previous 13F -3,715 shares

    0.01% of the 13F portfolio, value $421,891.

    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 14,642 shares
    Change vs previous 13F +2,310 shares

    0.01% of the 13F portfolio, value $533,115.

    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 12,332 shares
    Change vs previous 13F +289 shares

    0.01% of the 13F portfolio, value $433,963.

    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 12,043 shares
    Change vs previous 13F -408 shares

    0.01% of the 13F portfolio, value $387,785.

    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 12,451 shares
    Change vs previous 13F -16,427 shares

    0.01% of the 13F portfolio, value $401,669.

    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 28,878 shares
    Change vs previous 13F -10,591 shares

    0.02% of the 13F portfolio, value $708,659.

    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).

  7. period ended2024-12-31
    13F 39,469 shares
    Change vs previous 13F -474 shares

    0.02% of the 13F portfolio, value $823,712.

    13F-HR 0001085146-25-000199 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).

  8. period ended2024-09-30
    13F 39,943 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $968,213.

    13F-HR 0001085146-24-004838 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).