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Disclosery

Carnegie Investment Counsel: WPC position timeline

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

Carnegie Investment Counsel held 224,344 WPC 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 224,344 shares
    Change vs previous 13F +9,192 shares

    0.32% of the 13F portfolio, value $16,040,596.

    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 215,152 shares
    Change vs previous 13F +7,578 shares

    0.28% of the 13F portfolio, value $14,621,730.

    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 207,574 shares
    Change vs previous 13F -1,064 shares

    0.25% of the 13F portfolio, value $13,359,463.

    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 208,638 shares
    Change vs previous 13F +17,843 shares

    0.27% of the 13F portfolio, value $14,097,670.

    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 190,795 shares
    Change vs previous 13F +27,882 shares

    0.24% of the 13F portfolio, value $11,901,792.

    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 162,913 shares
    Change vs previous 13F +1,725 shares

    0.22% of the 13F portfolio, value $9,279,524.

    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 161,188 shares
    Change vs previous 13F -12,649 shares

    0.25% of the 13F portfolio, value $8,781,522.

    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 173,837 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,830,098.

    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).