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Old North State Wealth Management, LLC: BWA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old North State Wealth Management, LLC on BWA, newest first. How the timeline and the estimate are built.

Old North State Wealth Management, LLC held 4,738 BWA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,738 shares
    Change vs previous 13F -1,894 shares

    0.13% of the 13F portfolio, value $314,761.

    13F-HR 0002041262-26-000003 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,632 shares
    Change vs previous 13F -80,708 shares

    0.17% of the 13F portfolio, value $359,994.

    13F-HR 0002041262-26-000002 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,340 shares
    Change vs previous 13F +112 shares

    1.85% of the 13F portfolio, value $3,937,228.

    13F-HR 0002041262-26-000001 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,228 shares
    Change vs previous 13F -1,201 shares

    1.79% of the 13F portfolio, value $3,836,273.

    13F-HR 0002041262-25-000003 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 88,429 shares
    Change vs previous 13F +1,297 shares

    1.54% of the 13F portfolio, value $2,961,959.

    13F-HR 0001085146-25-003879 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 87,132 shares
    Change vs previous 13F +4,490 shares

    1.39% of the 13F portfolio, value $2,497,627.

    13F-HR 0001085146-25-002310 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 82,642 shares
    Change vs previous 13F -678 shares

    1.48% of the 13F portfolio, value $2,628,425.

    13F-HR 0001085146-25-000495 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,320 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,025,034.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).