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Carolina Wealth Advisors, LLC: TPR position timeline

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

Carolina Wealth Advisors, LLC held 13,830 TPR 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 13,830 shares
    Change vs previous 13F -5,917 shares

    0.79% of the 13F portfolio, value $2,024,435.

    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 19,747 shares
    Change vs previous 13F +15,730 shares

    1.16% of the 13F portfolio, value $2,786,499.

    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 4,017 shares
    Change vs previous 13F +1,252 shares

    0.23% of the 13F portfolio, value $513,252.

    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 2,765 shares
    Change vs previous 13F +1,560 shares

    0.14% of the 13F portfolio, value $313,053.

    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 1,205 shares
    Change vs previous 13F +1,110 shares

    0.05% of the 13F portfolio, value $105,811.

    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 95 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,689.

    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).