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Disclosery

Carnegie Investment Counsel: IBTH position timeline

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

Carnegie Investment Counsel held 840,789 IBTH 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 840,789 shares
    Change vs previous 13F +106,238 shares

    0.38% of the 13F portfolio, value $18,808,450.

    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 734,551 shares
    Change vs previous 13F +125,256 shares

    0.32% of the 13F portfolio, value $16,475,979.

    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 609,295 shares
    Change vs previous 13F +576,841 shares

    0.25% of the 13F portfolio, value $13,690,859.

    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 32,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,864.

    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).