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CARRET ASSET MANAGEMENT, LLC: IAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on IAT, newest first. How the timeline and the estimate are built.

CARRET ASSET MANAGEMENT, LLC held 0 IAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -23,710 shares

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 23,710 shares
    Change vs previous 13F -100 shares

    0.12% of the 13F portfolio, value $1,276,546.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, 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 23,810 shares
    Change vs previous 13F -500 shares

    0.12% of the 13F portfolio, value $1,313,121.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, 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 24,310 shares
    Change vs previous 13F -610 shares

    0.12% of the 13F portfolio, value $1,277,004.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, 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 24,920 shares
    Change vs previous 13F -300 shares

    0.13% of the 13F portfolio, value $1,234,786.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, 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 25,220 shares
    Change vs previous 13F +215 shares

    0.13% of the 13F portfolio, value $1,176,009.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, 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 25,005 shares
    Change vs previous 13F -4,110 shares

    0.14% of the 13F portfolio, value $1,259,252.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, 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 29,115 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,384,127.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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