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Carnegie Investment Counsel: VYM position timeline

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

Carnegie Investment Counsel held 18,386 VYM 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 18,386 shares
    Change vs previous 13F -3,334 shares

    0.06% of the 13F portfolio, value $2,905,515.

    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 21,720 shares
    Change vs previous 13F -339 shares

    0.06% of the 13F portfolio, value $3,216,658.

    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 22,059 shares
    Change vs previous 13F +341 shares

    0.06% of the 13F portfolio, value $3,165,847.

    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 21,718 shares
    Change vs previous 13F +695 shares

    0.06% of the 13F portfolio, value $3,061,090.

    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 21,023 shares
    Change vs previous 13F +794 shares

    0.06% of the 13F portfolio, value $2,802,578.

    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 20,229 shares
    Change vs previous 13F +1,654 shares

    0.06% of the 13F portfolio, value $2,350,384.

    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 18,575 shares
    Change vs previous 13F +2,924 shares

    0.07% of the 13F portfolio, value $2,369,972.

    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 15,651 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,006,405.

    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).