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Disclosery

Carnegie Investment Counsel: IWF position timeline

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

Carnegie Investment Counsel held 10,727 IWF 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 10,727 shares
    Change vs previous 13F +8,026 shares

    0.03% of the 13F portfolio, value $1,331,947.

    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 2,701 shares
    Change vs previous 13F -366 shares

    0.02% of the 13F portfolio, value $1,151,792.

    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 3,067 shares
    Change vs previous 13F -1,484 shares

    0.03% of the 13F portfolio, value $1,451,706.

    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 4,551 shares
    Change vs previous 13F +1,378 shares

    0.04% of the 13F portfolio, value $2,131,828.

    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 3,173 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $1,347,277.

    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 3,297 shares
    Change vs previous 13F +512 shares

    0.03% of the 13F portfolio, value $1,095,286.

    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 2,785 shares
    Change vs previous 13F -161 shares

    0.03% of the 13F portfolio, value $1,118,481.

    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 2,946 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,105,945.

    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).