CAROLINAS WEALTH CONSULTING LLC: IWN position timeline

CAROLINAS WEALTH CONSULTING LLC held 0 IWN 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 -54,960 shares

   13F-HR 0001398344-25-014459 filed by CAROLINAS WEALTH CONSULTING LLC
   Filed 2025-08-05 (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).

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

2. period ended2025-03-31

   13F 54,960 shares

   Change vs previous 13F -3,049 shares

   1.79% of the 13F portfolio, value $8,297,927.

   13F-HR 0001398344-25-015637 filed by CAROLINAS WEALTH CONSULTING LLC
   Filed 2025-08-14 (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).

3. period ended2024-12-31

   13F 58,009 shares

   Change vs previous 13F -176 shares

   1.87% of the 13F portfolio, value $9,523,252.

   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).

4. period ended2024-09-30

   13F 58,185 shares

   Change vs previous 13F -1,132 shares

   1.76% of the 13F portfolio, value $9,706,280.

   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).

5. period ended2024-06-30

   13F 59,317 shares

   Change vs previous 13F -1,651 shares

   1.74% of the 13F portfolio, value $9,033,865.

   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).

6. period ended2024-03-31

   13F 60,968 shares

   Change vs previous 13F not available

   1.91% of the 13F portfolio, value $9,682,354.

   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).