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Carolina Wealth Advisors, LLC: SCHA position timeline

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

Carolina Wealth Advisors, LLC held 30,809 SCHA 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 30,809 shares
    Change vs previous 13F -2,301 shares

    0.44% of the 13F portfolio, value $1,113,120.

    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 33,110 shares
    Change vs previous 13F -4,920 shares

    0.4% of the 13F portfolio, value $962,825.

    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 38,030 shares
    Change vs previous 13F -3,548 shares

    0.48% of the 13F portfolio, value $1,083,107.

    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 41,578 shares
    Change vs previous 13F -147,954 shares

    0.5% of the 13F portfolio, value $1,160,030.

    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 189,532 shares
    Change vs previous 13F +469 shares

    2.37% of the 13F portfolio, value $4,795,157.

    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 189,063 shares
    Change vs previous 13F +352 shares

    2.39% of the 13F portfolio, value $4,429,748.

    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 188,711 shares
    Change vs previous 13F +83,969 shares

    2.63% of the 13F portfolio, value $4,880,079.

    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 104,742 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $5,394,211.

    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).