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Disclosery

Carnegie Investment Counsel: WSO position timeline

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

Carnegie Investment Counsel held 30,491 WSO 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 30,491 shares
    Change vs previous 13F +779 shares

    0.25% of the 13F portfolio, value $12,706,514.

    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 29,712 shares
    Change vs previous 13F +1,772 shares

    0.21% of the 13F portfolio, value $10,808,928.

    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 27,940 shares
    Change vs previous 13F -5,813 shares

    0.17% of the 13F portfolio, value $9,414,383.

    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 33,753 shares
    Change vs previous 13F -180 shares

    0.26% of the 13F portfolio, value $13,646,338.

    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 33,933 shares
    Change vs previous 13F +162 shares

    0.3% of the 13F portfolio, value $14,985,491.

    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 33,771 shares
    Change vs previous 13F -263 shares

    0.38% of the 13F portfolio, value $15,967,326.

    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 34,034 shares
    Change vs previous 13F -134 shares

    0.46% of the 13F portfolio, value $16,128,372.

    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 34,168 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $16,809,098.

    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).