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Disclosery

Carnegie Investment Counsel: IVV position timeline

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

Carnegie Investment Counsel held 15,388 IVV 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 15,388 shares
    Change vs previous 13F -357 shares

    0.23% of the 13F portfolio, value $11,523,576.

    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 15,745 shares
    Change vs previous 13F -248 shares

    0.2% of the 13F portfolio, value $10,284,760.

    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 15,993 shares
    Change vs previous 13F -16 shares

    0.2% of the 13F portfolio, value $10,954,209.

    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 16,009 shares
    Change vs previous 13F +384 shares

    0.2% of the 13F portfolio, value $10,715,151.

    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 15,625 shares
    Change vs previous 13F +389 shares

    0.19% of the 13F portfolio, value $9,701,633.

    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 15,236 shares
    Change vs previous 13F +384 shares

    0.18% of the 13F portfolio, value $7,777,177.

    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 14,852 shares
    Change vs previous 13F +1,357 shares

    0.25% of the 13F portfolio, value $8,742,933.

    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 13,495 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,784,086.

    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).