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CAROLINAS WEALTH CONSULTING LLC: SCHG position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 SCHG 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 -24,199 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 24,199 shares
    Change vs previous 13F +301 shares

    0.13% of the 13F portfolio, value $605,935.

    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 23,898 shares
    Change vs previous 13F +17,923 shares

    0.13% of the 13F portfolio, value $666,036.

    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 5,975 shares
    Change vs previous 13F -103 shares

    0.11% of the 13F portfolio, value $622,420.

    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 6,078 shares
    Change vs previous 13F -387 shares

    0.12% of the 13F portfolio, value $613,463.

    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 6,465 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $599,444.

    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).