Skip to content
Disclosery

Carnegie Investment Counsel: USB position timeline

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

Carnegie Investment Counsel held 61,987 USB 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 61,987 shares
    Change vs previous 13F -24,410 shares

    0.07% of the 13F portfolio, value $3,744,042.

    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 86,397 shares
    Change vs previous 13F +636 shares

    0.09% of the 13F portfolio, value $4,493,517.

    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 85,761 shares
    Change vs previous 13F +11,735 shares

    0.08% of the 13F portfolio, value $4,576,193.

    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 74,026 shares
    Change vs previous 13F -4,023 shares

    0.07% of the 13F portfolio, value $3,577,655.

    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 78,049 shares
    Change vs previous 13F -18,698 shares

    0.07% of the 13F portfolio, value $3,531,731.

    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 96,747 shares
    Change vs previous 13F -12,634 shares

    0.08% of the 13F portfolio, value $3,569,519.

    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 109,381 shares
    Change vs previous 13F -4,558 shares

    0.15% of the 13F portfolio, value $5,231,685.

    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 113,939 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,210,450.

    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).