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Disclosery

Carnegie Investment Counsel: SHY position timeline

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

Carnegie Investment Counsel held 13,462 SHY 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 13,462 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $1,105,388.

    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 13,463 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,111,647.

    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 13,463 shares
    Change vs previous 13F +1,325 shares

    0.02% of the 13F portfolio, value $1,115,012.

    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 12,138 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $1,006,974.

    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 12,137 shares
    Change vs previous 13F +351 shares

    0.02% of the 13F portfolio, value $1,005,667.

    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 11,786 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $974,566.

    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 11,786 shares
    Change vs previous 13F -600 shares

    0.03% of the 13F portfolio, value $966,198.

    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 12,386 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,029,876.

    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).