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Disclosery

Carnegie Investment Counsel: UI position timeline

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

Carnegie Investment Counsel held 1,668 UI 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 1,668 shares
    Change vs previous 13F -217 shares

    0.02% of the 13F portfolio, value $890,762.

    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 1,885 shares
    Change vs previous 13F -340 shares

    0.03% of the 13F portfolio, value $1,489,697.

    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 2,225 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,231,204.

    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 2,225 shares
    Change vs previous 13F -1,475 shares

    0.03% of the 13F portfolio, value $1,469,791.

    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 3,700 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $1,523,105.

    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 3,850 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,083,621.

    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 3,850 shares
    Change vs previous 13F -354 shares

    0.04% of the 13F portfolio, value $1,277,931.

    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 4,204 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $932,111.

    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).