Skip to content
Disclosery

Carnegie Investment Counsel: WFC position timeline

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

Carnegie Investment Counsel held 23,635 WFC 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 23,635 shares
    Change vs previous 13F -7,942 shares

    0.04% of the 13F portfolio, value $1,953,180.

    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 31,577 shares
    Change vs previous 13F +1,020 shares

    0.05% of the 13F portfolio, value $2,513,809.

    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 30,557 shares
    Change vs previous 13F +6,299 shares

    0.05% of the 13F portfolio, value $2,847,925.

    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 24,258 shares
    Change vs previous 13F -431 shares

    0.04% of the 13F portfolio, value $2,033,308.

    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 24,689 shares
    Change vs previous 13F -4,255 shares

    0.04% of the 13F portfolio, value $1,978,050.

    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 28,944 shares
    Change vs previous 13F +2,985 shares

    0.04% of the 13F portfolio, value $1,804,634.

    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 25,959 shares
    Change vs previous 13F +6,008 shares

    0.05% of the 13F portfolio, value $1,823,360.

    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 19,951 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,127,032.

    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).