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CAROLINAS WEALTH CONSULTING LLC: IWD position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 IWD 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 -67,332 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 67,332 shares
    Change vs previous 13F -595 shares

    2.73% of the 13F portfolio, value $12,669,198.

    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 67,927 shares
    Change vs previous 13F -5,841 shares

    2.47% of the 13F portfolio, value $12,575,233.

    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 73,768 shares
    Change vs previous 13F -123 shares

    2.54% of the 13F portfolio, value $14,001,070.

    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 73,891 shares
    Change vs previous 13F -8,196 shares

    2.49% of the 13F portfolio, value $12,891,697.

    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 82,087 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $14,702,623.

    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).