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Disclosery

Carnegie Investment Counsel: IWM position timeline

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

Carnegie Investment Counsel held 20,382 IWM 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 20,382 shares
    Change vs previous 13F -89 shares

    0.12% of the 13F portfolio, value $6,123,732.

    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 20,471 shares
    Change vs previous 13F -238 shares

    0.1% of the 13F portfolio, value $5,076,908.

    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 20,709 shares
    Change vs previous 13F +3,137 shares

    0.09% of the 13F portfolio, value $5,097,657.

    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 17,572 shares
    Change vs previous 13F -169 shares

    0.08% of the 13F portfolio, value $4,251,823.

    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 17,741 shares
    Change vs previous 13F -115 shares

    0.08% of the 13F portfolio, value $3,828,230.

    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 17,856 shares
    Change vs previous 13F -1,043 shares

    0.08% of the 13F portfolio, value $3,206,050.

    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 18,899 shares
    Change vs previous 13F +128 shares

    0.12% of the 13F portfolio, value $4,175,820.

    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 18,771 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,146,342.

    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).