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CARRET ASSET MANAGEMENT, LLC: RMD position timeline

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

CARRET ASSET MANAGEMENT, LLC held 4,760 RMD 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 4,760 shares
    Change vs previous 13F +1,380 shares

    0.08% of the 13F portfolio, value $927,685.

    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 3,380 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $758,782.

    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 3,370 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $811,752.

    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).