CAROLINAS WEALTH CONSULTING LLC: SHV position timeline

CAROLINAS WEALTH CONSULTING LLC held 0 SHV 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 -2,060 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 2,060 shares

   Change vs previous 13F +14 shares

   0.05% of the 13F portfolio, value $227,555.

   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 2,046 shares

   Change vs previous 13F -27 shares

   0.04% of the 13F portfolio, value $225,275.

   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 2,073 shares

   Change vs previous 13F +26 shares

   0.04% of the 13F portfolio, value $229,335.

   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 2,047 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $226,119.

   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).