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Disclosery

Carnegie Investment Counsel: IWO position timeline

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

Carnegie Investment Counsel held 2,120 IWO 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 2,120 shares
    Change vs previous 13F -9,455 shares

    0.02% of the 13F portfolio, value $835,195.

    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 11,575 shares
    Change vs previous 13F -294 shares

    0.07% of the 13F portfolio, value $3,632,231.

    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 11,869 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $3,833,965.

    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 11,839 shares
    Change vs previous 13F -131 shares

    0.07% of the 13F portfolio, value $3,788,821.

    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 11,970 shares
    Change vs previous 13F +697 shares

    0.07% of the 13F portfolio, value $3,421,766.

    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 11,273 shares
    Change vs previous 13F +663 shares

    0.06% of the 13F portfolio, value $2,601,727.

    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 10,610 shares
    Change vs previous 13F +1,429 shares

    0.09% of the 13F portfolio, value $3,053,803.

    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 9,181 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,607,123.

    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).