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Disclosery

Carnegie Investment Counsel: IBTG position timeline

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

Carnegie Investment Counsel held 775,246 IBTG 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 775,246 shares
    Change vs previous 13F -66,901 shares

    0.36% of the 13F portfolio, value $17,745,381.

    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 842,147 shares
    Change vs previous 13F -34,992 shares

    0.38% of the 13F portfolio, value $19,297,799.

    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 877,139 shares
    Change vs previous 13F +83,990 shares

    0.37% of the 13F portfolio, value $20,064,555.

    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 793,149 shares
    Change vs previous 13F +58,658 shares

    0.34% of the 13F portfolio, value $18,202,770.

    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 734,491 shares
    Change vs previous 13F +61,464 shares

    0.34% of the 13F portfolio, value $16,841,879.

    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 673,027 shares
    Change vs previous 13F +212,343 shares

    0.37% of the 13F portfolio, value $15,405,588.

    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 460,684 shares
    Change vs previous 13F +369,819 shares

    0.3% of the 13F portfolio, value $10,508,202.

    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 90,865 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,095,802.

    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).