Skip to content
Disclosery

CAROLINAS WEALTH CONSULTING LLC: RSP position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 RSP 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 -15,181 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 15,181 shares
    Change vs previous 13F +380 shares

    0.57% of the 13F portfolio, value $2,629,815.

    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 14,801 shares
    Change vs previous 13F -11,936 shares

    0.51% of the 13F portfolio, value $2,593,434.

    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 26,737 shares
    Change vs previous 13F -121 shares

    0.87% of the 13F portfolio, value $4,790,144.

    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 26,858 shares
    Change vs previous 13F -9,987 shares

    0.85% of the 13F portfolio, value $4,412,136.

    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 36,845 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $6,240,416.

    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).