Carolina Wealth Advisors, LLC: UAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carolina Wealth Advisors, LLC on UAL, newest first. How the timeline and the estimate are built.
Carolina Wealth Advisors, LLC held 0 UAL shares at 2025-09-30 per its 13F-HR filed 2025-10-07.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -222 shares
13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 222 sharesChange vs previous 13F -4,371 shares
0.01% of the 13F portfolio, value $17,678.
13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,593 sharesChange vs previous 13F -6,765 shares
0.17% of the 13F portfolio, value $317,147.
13F-HR 0001437749-25-012892 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,358 sharesChange vs previous 13F +199 shares
0.59% of the 13F portfolio, value $1,102,862.
13F-HR 0001437749-25-001108 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,159 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $636,733.
13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).