Skip to content
Disclosery

CAROLINAS WEALTH CONSULTING LLC: TCHP position timeline

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

CAROLINAS WEALTH CONSULTING LLC held 0 TCHP shares at 2025-03-31 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -178,378 shares

    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).

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

  2. period ended2024-12-31
    13F 178,378 shares
    Change vs previous 13F -6,381 shares

    1.48% of the 13F portfolio, value $7,511,495.

    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).

  3. period ended2024-09-30
    13F 184,759 shares
    Change vs previous 13F +2,650 shares

    1.33% of the 13F portfolio, value $7,323,812.

    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).

  4. period ended2024-06-30
    13F 182,109 shares
    Change vs previous 13F +18,755 shares

    1.36% of the 13F portfolio, value $7,051,230.

    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).

  5. period ended2024-03-31
    13F 163,354 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,766,382.

    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).