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Carolina Wealth Advisors, LLC: L position timeline

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

Carolina Wealth Advisors, LLC held 0 L shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -195 shares

    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).

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

  2. period ended2025-06-30
    13F 195 shares
    Change vs previous 13F -3,808 shares

    0.01% of the 13F portfolio, value $17,874.

    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).

  3. period ended2025-03-31
    13F 4,003 shares
    Change vs previous 13F -5,914 shares

    0.2% of the 13F portfolio, value $367,916.

    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).

  4. period ended2024-12-31
    13F 9,917 shares
    Change vs previous 13F +210 shares

    0.45% of the 13F portfolio, value $839,871.

    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).

  5. period ended2024-09-30
    13F 9,707 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $767,338.

    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).