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Disclosery

Carnegie Investment Counsel: IJR position timeline

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

Carnegie Investment Counsel held 44,906 IJR 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 44,906 shares
    Change vs previous 13F -1,248 shares

    0.13% of the 13F portfolio, value $6,659,951.

    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 46,154 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $5,737,451.

    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 46,140 shares
    Change vs previous 13F -1,856 shares

    0.1% of the 13F portfolio, value $5,545,131.

    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 47,996 shares
    Change vs previous 13F -809 shares

    0.11% of the 13F portfolio, value $5,703,342.

    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 48,805 shares
    Change vs previous 13F -2,236 shares

    0.11% of the 13F portfolio, value $5,333,911.

    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 51,041 shares
    Change vs previous 13F -370 shares

    0.11% of the 13F portfolio, value $4,763,649.

    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 51,411 shares
    Change vs previous 13F +4,961 shares

    0.17% of the 13F portfolio, value $5,923,578.

    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 46,450 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,432,836.

    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).