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Carolina Wealth Advisors, LLC: CHCO position timeline

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

Carolina Wealth Advisors, LLC held 2,288 CHCO 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 2,288 shares
    Change vs previous 13F -47 shares

    0.12% of the 13F portfolio, value $303,480.

    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 2,335 shares
    Change vs previous 13F -41,802 shares

    0.12% of the 13F portfolio, value $279,079.

    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 44,137 shares
    Change vs previous 13F -966 shares

    2.35% of the 13F portfolio, value $5,261,130.

    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 45,103 shares
    Change vs previous 13F -1,106 shares

    2.41% of the 13F portfolio, value $5,586,909.

    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 46,209 shares
    Change vs previous 13F +1,057 shares

    2.79% of the 13F portfolio, value $5,656,906.

    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).

  6. period ended2025-03-31
    13F 45,152 shares
    Change vs previous 13F -669 shares

    2.86% of the 13F portfolio, value $5,304,005.

    13F-HR 0001437749-25-012892 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).

  7. period ended2024-12-31
    13F 45,821 shares
    Change vs previous 13F -770 shares

    2.92% of the 13F portfolio, value $5,428,872.

    13F-HR 0001437749-25-001108 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).

  8. period ended2024-09-30
    13F 46,591 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $5,469,317.

    13F-HR 0001437749-24-031600 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).