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Carolina Wealth Advisors, LLC: MO position timeline

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

Carolina Wealth Advisors, LLC held 66,373 MO 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 66,373 shares
    Change vs previous 13F -234 shares

    1.87% of the 13F portfolio, value $4,775,537.

    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 66,607 shares
    Change vs previous 13F +60,391 shares

    1.83% of the 13F portfolio, value $4,395,396.

    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 6,216 shares
    Change vs previous 13F +1,585 shares

    0.16% of the 13F portfolio, value $358,415.

    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 4,631 shares
    Change vs previous 13F +2,860 shares

    0.13% of the 13F portfolio, value $305,924.

    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 1,771 shares
    Change vs previous 13F +1,424 shares

    0.05% of the 13F portfolio, value $103,834.

    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 347 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $20,827.

    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 225 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $11,765.

    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 225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,484.

    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).