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Carolina Wealth Advisors, LLC: EIG position timeline

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

Carolina Wealth Advisors, LLC held 6,205 EIG 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 6,205 shares
    Change vs previous 13F +120 shares

    0.12% of the 13F portfolio, value $313,228.

    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 6,085 shares
    Change vs previous 13F -123,615 shares

    0.1% of the 13F portfolio, value $250,337.

    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 129,700 shares
    Change vs previous 13F -2,589 shares

    2.5% of the 13F portfolio, value $5,599,149.

    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 132,289 shares
    Change vs previous 13F +58,980 shares

    2.43% of the 13F portfolio, value $5,619,637.

    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 73,309 shares
    Change vs previous 13F +889 shares

    1.71% of the 13F portfolio, value $3,458,719.

    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 72,420 shares
    Change vs previous 13F -880 shares

    1.98% of the 13F portfolio, value $3,667,349.

    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 73,300 shares
    Change vs previous 13F -1,224 shares

    2.02% of the 13F portfolio, value $3,755,159.

    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 74,524 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,574,916.

    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).