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Carolina Wealth Advisors, LLC: MOS position timeline

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

Carolina Wealth Advisors, LLC held 8,043 MOS 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 8,043 shares
    Change vs previous 13F -2,279 shares

    0.07% of the 13F portfolio, value $170,431.

    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 10,322 shares
    Change vs previous 13F -228,258 shares

    0.11% of the 13F portfolio, value $263,211.

    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 238,580 shares
    Change vs previous 13F -4,909 shares

    2.56% of the 13F portfolio, value $5,747,392.

    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 243,489 shares
    Change vs previous 13F -4,158 shares

    3.65% of the 13F portfolio, value $8,444,199.

    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 247,647 shares
    Change vs previous 13F +10,347 shares

    4.46% of the 13F portfolio, value $9,034,163.

    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 237,300 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $6,409,473.

    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).