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Carolina Wealth Advisors, LLC: DOX position timeline

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

Carolina Wealth Advisors, LLC held 3,189 DOX 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 3,189 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $161,172.

    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 3,205 shares
    Change vs previous 13F -65,183 shares

    0.09% of the 13F portfolio, value $209,158.

    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 68,388 shares
    Change vs previous 13F -1,355 shares

    2.45% of the 13F portfolio, value $5,505,918.

    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 69,743 shares
    Change vs previous 13F -2,771 shares

    2.47% of the 13F portfolio, value $5,722,413.

    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 72,514 shares
    Change vs previous 13F +587 shares

    3.26% of the 13F portfolio, value $6,616,177.

    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 71,927 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $6,581,321.

    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).