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CAROLINAS WEALTH CONSULTING LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAROLINAS WEALTH CONSULTING LLC on IJR, newest first. How the timeline and the estimate are built.

CAROLINAS WEALTH CONSULTING LLC held 0 IJR shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -16,405 shares

    13F-HR 0001398344-25-014459 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 16,405 shares
    Change vs previous 13F +665 shares

    0.37% of the 13F portfolio, value $1,715,482.

    13F-HR 0001398344-25-015637 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,740 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $1,813,500.

    13F-HR 0001398344-25-003543 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 15,757 shares
    Change vs previous 13F -109 shares

    0.33% of the 13F portfolio, value $1,842,841.

    13F-HR 0001398344-24-020433 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 15,866 shares
    Change vs previous 13F -661 shares

    0.33% of the 13F portfolio, value $1,692,208.

    13F-HR 0001398344-24-014343 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 16,527 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,826,537.

    13F-HR 0001398344-24-009603 filed by CAROLINAS WEALTH CONSULTING LLC
    Filed (acceptance time not in the bulk data set), ingested

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