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Carnegie Lake Advisors LLC: KIO position timeline

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

Carnegie Lake Advisors LLC held 42,874 KIO 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 42,874 shares
    Change vs previous 13F -250 shares

    0.18% of the 13F portfolio, value $482,762.

    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 43,124 shares
    Change vs previous 13F -500 shares

    0.19% of the 13F portfolio, value $474,364.

    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 43,624 shares
    Change vs previous 13F -4,300 shares

    0.19% of the 13F portfolio, value $505,604.

    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 47,924 shares
    Change vs previous 13F -400 shares

    0.23% of the 13F portfolio, value $603,842.

    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 48,324 shares
    Change vs previous 13F -1,699 shares

    0.24% of the 13F portfolio, value $607,000.

    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 50,023 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $615,000.

    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 50,023 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $669,000.

    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 50,023 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $738,000.

    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).