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Carolina Wealth Advisors, LLC: SCHP position timeline

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

Carolina Wealth Advisors, LLC held 472,871 SCHP 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 472,871 shares
    Change vs previous 13F +6,530 shares

    4.91% of the 13F portfolio, value $12,531,089.

    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 466,341 shares
    Change vs previous 13F -13,503 shares

    5.17% of the 13F portfolio, value $12,409,343.

    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 479,844 shares
    Change vs previous 13F -6,295 shares

    5.67% of the 13F portfolio, value $12,711,076.

    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 486,139 shares
    Change vs previous 13F -268,739 shares

    5.66% of the 13F portfolio, value $13,101,440.

    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 754,878 shares
    Change vs previous 13F -40,128 shares

    9.94% of the 13F portfolio, value $20,140,132.

    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 795,006 shares
    Change vs previous 13F +4,434 shares

    11.53% of the 13F portfolio, value $21,377,708.

    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 790,572 shares
    Change vs previous 13F +394,062 shares

    10.99% of the 13F portfolio, value $20,420,477.

    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 396,510 shares
    Change vs previous 13F not available

    10.82% of the 13F portfolio, value $21,264,841.

    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).