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Disclosery

Carnegie Investment Counsel: IVW position timeline

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

Carnegie Investment Counsel held 25,938 IVW 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 25,938 shares
    Change vs previous 13F -728 shares

    0.07% of the 13F portfolio, value $3,567,273.

    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 26,666 shares
    Change vs previous 13F -4,246 shares

    0.06% of the 13F portfolio, value $3,016,208.

    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 30,912 shares
    Change vs previous 13F -798 shares

    0.07% of the 13F portfolio, value $3,810,231.

    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 31,710 shares
    Change vs previous 13F +592 shares

    0.07% of the 13F portfolio, value $3,828,049.

    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 31,118 shares
    Change vs previous 13F +269 shares

    0.07% of the 13F portfolio, value $3,426,108.

    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 30,849 shares
    Change vs previous 13F -1,360 shares

    0.06% of the 13F portfolio, value $2,592,871.

    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 32,209 shares
    Change vs previous 13F -5,037 shares

    0.09% of the 13F portfolio, value $3,270,180.

    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 37,246 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,566,274.

    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).