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Carolina Wealth Advisors, LLC: BKAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carolina Wealth Advisors, LLC on BKAG, newest first. How the timeline and the estimate are built.

Carolina Wealth Advisors, LLC held 306,994 BKAG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,994 shares
    Change vs previous 13F +5,776 shares

    5.05% of the 13F portfolio, value $12,878,398.

    13F-HR 0001437749-26-023157 filed by Carolina Wealth Advisors, 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 301,218 shares
    Change vs previous 13F -5,374 shares

    5.29% of the 13F portfolio, value $12,711,400.

    13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, 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 306,592 shares
    Change vs previous 13F -3,825 shares

    5.79% of the 13F portfolio, value $12,994,289.

    13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, 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 310,417 shares
    Change vs previous 13F +294,662 shares

    5.71% of the 13F portfolio, value $13,223,764.

    13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, 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 15,755 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $664,546.

    13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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