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Disclosery

Carnegie Investment Counsel: IWR position timeline

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

Carnegie Investment Counsel held 6,701 IWR 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 6,701 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $739,266.

    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 6,701 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $651,548.

    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 6,701 shares
    Change vs previous 13F +1,255 shares

    0.01% of the 13F portfolio, value $645,115.

    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 5,446 shares
    Change vs previous 13F -1,258 shares

    0.01% of the 13F portfolio, value $525,821.

    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 6,704 shares
    Change vs previous 13F -468 shares

    0.01% of the 13F portfolio, value $616,577.

    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 7,172 shares
    Change vs previous 13F +2,223 shares

    0.01% of the 13F portfolio, value $559,121.

    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 4,949 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $437,492.

    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 4,949 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,205.

    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).