CAROLINAS WEALTH CONSULTING LLC: INVZ position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 INVZ shares at 2024-12-31 per its 13F-HR filed 2025-02-27.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -8,885 shares
13F-HR 0001398344-25-003543 filed by CAROLINAS WEALTH CONSULTING LLC
Filed 2025-02-27 (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).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 8,885 shares
Change vs previous 13F -90,000 shares
<0.01% of the 13F portfolio, value $7,356.
13F-HR 0001398344-24-020433 filed by CAROLINAS WEALTH CONSULTING LLC
Filed 2024-11-12 (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).
period ended2024-06-30
13F 98,885 shares
Change vs previous 13F -101,115 shares
0.02% of the 13F portfolio, value $91,716.
13F-HR 0001398344-24-014343 filed by CAROLINAS WEALTH CONSULTING LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 200,000 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $270,000.
13F-HR 0001398344-24-009603 filed by CAROLINAS WEALTH CONSULTING LLC
Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).