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CARRET ASSET MANAGEMENT, LLC: IVW position timeline

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

CARRET ASSET MANAGEMENT, LLC held 62,234 IVW 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 62,234 shares
    Change vs previous 13F +13,918 shares

    0.75% of the 13F portfolio, value $8,558,980.

    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 48,316 shares
    Change vs previous 13F -573 shares

    0.54% of the 13F portfolio, value $5,464,994.

    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 48,889 shares
    Change vs previous 13F +2,868 shares

    0.57% of the 13F portfolio, value $6,026,064.

    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 46,021 shares
    Change vs previous 13F +923 shares

    0.54% of the 13F portfolio, value $5,555,686.

    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 45,098 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $4,965,332.

    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 45,097 shares
    Change vs previous 13F +164 shares

    0.47% of the 13F portfolio, value $4,186,317.

    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 44,933 shares
    Change vs previous 13F +429 shares

    0.5% of the 13F portfolio, value $4,562,039.

    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 44,504 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,261,243.

    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).