Skip to content
Disclosery

Carolina Wealth Advisors, LLC: UL position timeline

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

Carolina Wealth Advisors, LLC held 37,516 UL 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 37,516 shares
    Change vs previous 13F -663 shares

    0.88% of the 13F portfolio, value $2,255,462.

    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 38,179 shares
    Change vs previous 13F +37,353 shares

    0.91% of the 13F portfolio, value $2,175,058.

    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 826 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,020.

    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).