Carolina Wealth Advisors, LLC: WCLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carolina Wealth Advisors, LLC on WCLD, newest first. How the timeline and the estimate are built.
Carolina Wealth Advisors, LLC held 354 WCLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 354 sharesChange vs previous 13F -264 shares
<0.01% of the 13F portfolio, value $11,348.
13F-HR 0001437749-26-023157 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 ended2026-03-3113F 618 sharesChange vs previous 13F +112 shares
0.01% of the 13F portfolio, value $16,884.
13F-HR 0001437749-26-011555 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 ended2025-12-3113F 506 sharesChange vs previous 13F +19 shares
0.01% of the 13F portfolio, value $17,715.
13F-HR 0001437749-26-001613 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 ended2025-09-3013F 487 sharesChange vs previous 13F +45 shares
0.01% of the 13F portfolio, value $17,127.
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).
- period ended2025-06-3013F 442 sharesChange vs previous 13F +70 shares
0.01% of the 13F portfolio, value $15,974.
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 372 sharesChange vs previous 13F -69 shares
0.01% of the 13F portfolio, value $12,071.
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 441 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $16,546.
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 441 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $14,094.
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).