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Disclosery

Carnegie Investment Counsel: WM position timeline

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

Carnegie Investment Counsel held 45,170 WM 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 45,170 shares
    Change vs previous 13F +354 shares

    0.2% of the 13F portfolio, value $10,067,562.

    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 44,816 shares
    Change vs previous 13F +500 shares

    0.2% of the 13F portfolio, value $10,298,345.

    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 44,316 shares
    Change vs previous 13F -931 shares

    0.18% of the 13F portfolio, value $9,736,767.

    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 45,247 shares
    Change vs previous 13F -270 shares

    0.19% of the 13F portfolio, value $9,991,838.

    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 45,517 shares
    Change vs previous 13F -283 shares

    0.21% of the 13F portfolio, value $10,415,213.

    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 45,800 shares
    Change vs previous 13F +1,089 shares

    0.24% of the 13F portfolio, value $10,105,039.

    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 44,711 shares
    Change vs previous 13F -532 shares

    0.26% of the 13F portfolio, value $9,022,208.

    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 45,243 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,392,501.

    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).