CARRET ASSET MANAGEMENT, LLC: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on F, newest first. How the timeline and the estimate are built.
CARRET ASSET MANAGEMENT, LLC held 20,366 F shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 20,366 sharesChange vs previous 13F -497 shares
0.02% of the 13F portfolio, value $283,082.
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 20,863 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $240,756.
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 20,859 sharesChange vs previous 13F +3 shares
0.03% of the 13F portfolio, value $273,674.
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 20,856 sharesChange vs previous 13F -2,495 shares
0.02% of the 13F portfolio, value $249,433.
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 23,351 sharesChange vs previous 13F -1,996 shares
0.03% of the 13F portfolio, value $253,364.
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 25,347 sharesChange vs previous 13F -3,010 shares
0.03% of the 13F portfolio, value $254,229.
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 28,357 sharesChange vs previous 13F -14,396 shares
0.03% of the 13F portfolio, value $280,736.
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 42,753 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $451,473.
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).