Carolina Wealth Advisors, LLC: EQH position timeline

Carolina Wealth Advisors, LLC held 0 EQH shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,222 shares

   13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,222 shares

   Change vs previous 13F -32,960 shares

   0.03% of the 13F portfolio, value $58,228.

   13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 34,182 shares

   Change vs previous 13F +7,529 shares

   0.75% of the 13F portfolio, value $1,735,762.

   13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 26,653 shares

   Change vs previous 13F +6,450 shares

   0.74% of the 13F portfolio, value $1,495,233.

   13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 20,203 shares

   Change vs previous 13F +15,031 shares

   0.57% of the 13F portfolio, value $1,052,374.

   13F-HR 0001437749-25-012892 filed by Carolina Wealth Advisors, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 5,172 shares

   Change vs previous 13F +4,019 shares

   0.13% of the 13F portfolio, value $243,963.

   13F-HR 0001437749-25-001108 filed by Carolina Wealth Advisors, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 1,153 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $48,461.

   13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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