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Disclosery

CAROLINAS WEALTH CONSULTING LLC: TCAF position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 TCAF 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 -441,362 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 441,362 shares
    Change vs previous 13F +7,583 shares

    1.58% of the 13F portfolio, value $7,344,151.

    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 433,779 shares
    Change vs previous 13F +57,845 shares

    1.44% of the 13F portfolio, value $7,310,306.

    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 375,934 shares
    Change vs previous 13F +9,145 shares

    1.2% of the 13F portfolio, value $6,618,477.

    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 366,789 shares
    Change vs previous 13F +89,233 shares

    1.15% of the 13F portfolio, value $5,975,086.

    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 277,556 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,059,950.

    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).