CARRET ASSET MANAGEMENT, LLC: AVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on AVT, newest first. How the timeline and the estimate are built.
CARRET ASSET MANAGEMENT, LLC held 9,557 AVT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 9,557 sharesChange vs previous 13F -155 shares
0.07% of the 13F portfolio, value $848,853.
13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,712 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $598,453.
13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,712 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $466,953.
13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,712 sharesChange vs previous 13F -535 shares
0.05% of the 13F portfolio, value $507,743.
13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,247 sharesChange vs previous 13F -350 shares
0.06% of the 13F portfolio, value $543,911.
13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,597 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $509,610.
13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,597 sharesChange vs previous 13F -200 shares
0.06% of the 13F portfolio, value $554,435.
13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,797 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $586,385.
13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).