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Carnegie Lake Advisors LLC: INVH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carnegie Lake Advisors LLC on INVH, newest first. How the timeline and the estimate are built.

Carnegie Lake Advisors LLC held 39,773 INVH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,773 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,201,545.

    13F-HR 0002043591-26-000003 filed by Carnegie Lake Advisors LLC
    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 39,773 shares
    Change vs previous 13F +5,347 shares

    0.39% of the 13F portfolio, value $988,362.

    13F-HR 0002043591-26-000002 filed by Carnegie Lake Advisors LLC
    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 34,426 shares
    Change vs previous 13F +650 shares

    0.36% of the 13F portfolio, value $956,701.

    13F-HR 0002043591-26-000001 filed by Carnegie Lake Advisors LLC
    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 33,776 shares
    Change vs previous 13F +400 shares

    0.38% of the 13F portfolio, value $990,654.

    13F-HR 0002043591-25-000005 filed by Carnegie Lake Advisors LLC
    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 33,376 shares
    Change vs previous 13F -831 shares

    0.43% of the 13F portfolio, value $1,095,000.

    13F-HR 0002043591-25-000004 filed by Carnegie Lake Advisors LLC
    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 34,207 shares
    Change vs previous 13F -750 shares

    0.48% of the 13F portfolio, value $1,192,000.

    13F-HR 0002043591-25-000003 filed by Carnegie Lake Advisors LLC
    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 34,957 shares
    Change vs previous 13F +500 shares

    0.45% of the 13F portfolio, value $1,118,000.

    13F-HR 0002043591-25-000001 filed by Carnegie Lake Advisors LLC
    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 34,457 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,215,000.

    13F-HR 0002043591-24-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).