Skip to content
Disclosery

CARRET ASSET MANAGEMENT, LLC: IEO position timeline

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

CARRET ASSET MANAGEMENT, LLC held 12,370 IEO 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 12,370 shares
    Change vs previous 13F -255 shares

    0.12% of the 13F portfolio, value $1,358,597.

    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).

  2. period ended2026-03-31
    13F 12,625 shares
    Change vs previous 13F -7,491 shares

    0.15% of the 13F portfolio, value $1,576,862.

    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 20,116 shares
    Change vs previous 13F -440 shares

    0.17% of the 13F portfolio, value $1,795,554.

    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 20,556 shares
    Change vs previous 13F -175 shares

    0.19% of the 13F portfolio, value $1,903,486.

    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 20,731 shares
    Change vs previous 13F -1,150 shares

    0.2% of the 13F portfolio, value $1,836,767.

    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 21,881 shares
    Change vs previous 13F -500 shares

    0.23% of the 13F portfolio, value $2,069,505.

    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 22,381 shares
    Change vs previous 13F -750 shares

    0.22% of the 13F portfolio, value $2,006,009.

    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 23,131 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,115,330.

    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).