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Disclosery

Old North State Wealth Management, LLC: CI 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 CI, newest first. How the timeline and the estimate are built.

Old North State Wealth Management, LLC held 0 CI shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,031 shares

    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).

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

  2. period ended2025-03-31
    13F 1,031 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $340,889.

    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).

  3. period ended2024-12-31
    13F 986 shares
    Change vs previous 13F +43 shares

    0.15% of the 13F portfolio, value $273,485.

    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).

  4. period ended2024-09-30
    13F 943 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $327,908.

    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).