Carolina Wealth Advisors, LLC: XLP position timeline

Carolina Wealth Advisors, LLC held 51,892 XLP 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 51,892 shares

   Change vs previous 13F +3,766 shares

   1.69% of the 13F portfolio, value $4,310,668.

   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 48,126 shares

   Change vs previous 13F +14,600 shares

   1.64% of the 13F portfolio, value $3,945,369.

   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 33,526 shares

   Change vs previous 13F +1,287 shares

   1.16% of the 13F portfolio, value $2,604,300.

   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 32,239 shares

   Change vs previous 13F +31,870 shares

   1.09% of the 13F portfolio, value $2,526,570.

   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 369 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $29,878.

   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).