Carolina Wealth Advisors, LLC: VZ position timeline

Carolina Wealth Advisors, LLC held 68,435 VZ 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 68,435 shares

   Change vs previous 13F -832 shares

   1.14% of the 13F portfolio, value $2,897,538.

   13F-HR 0001437749-26-023157 filed by Carolina Wealth Advisors, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 69,267 shares

   Change vs previous 13F -69,565 shares

   1.45% of the 13F portfolio, value $3,477,203.

   13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 138,832 shares

   Change vs previous 13F -3,016 shares

   2.52% of the 13F portfolio, value $5,654,627.

   13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 141,848 shares

   Change vs previous 13F -2,139 shares

   2.69% of the 13F portfolio, value $6,234,220.

   13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 143,987 shares

   Change vs previous 13F +3,140 shares

   3.07% of the 13F portfolio, value $6,230,317.

   13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 140,847 shares

   Change vs previous 13F -2,387 shares

   3.45% of the 13F portfolio, value $6,388,820.

   13F-HR 0001437749-25-012892 filed by Carolina Wealth Advisors, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 143,234 shares

   Change vs previous 13F -2,415 shares

   3.08% of the 13F portfolio, value $5,727,928.

   13F-HR 0001437749-25-001108 filed by Carolina Wealth Advisors, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 145,649 shares

   Change vs previous 13F not available

   3.33% of the 13F portfolio, value $6,541,097.

   13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).