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Disclosery

Carnegie Investment Counsel: GVLU position timeline

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

Carnegie Investment Counsel held 165,364 GVLU 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 165,364 shares
    Change vs previous 13F +11,217 shares

    0.09% of the 13F portfolio, value $4,364,816.

    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 154,147 shares
    Change vs previous 13F +23,302 shares

    0.08% of the 13F portfolio, value $3,902,617.

    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 130,845 shares
    Change vs previous 13F +19,877 shares

    0.06% of the 13F portfolio, value $3,225,081.

    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 110,968 shares
    Change vs previous 13F +19,101 shares

    0.05% of the 13F portfolio, value $2,829,739.

    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 91,867 shares
    Change vs previous 13F +3,672 shares

    0.04% of the 13F portfolio, value $2,213,076.

    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 88,195 shares
    Change vs previous 13F +15,335 shares

    0.04% of the 13F portfolio, value $1,822,700.

    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 72,860 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,719,467.

    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).