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Disclosery

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

Old North State Wealth Management, LLC held 40,663 DES 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 40,663 shares
    Change vs previous 13F -658 shares

    0.71% of the 13F portfolio, value $1,654,377.

    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 41,321 shares
    Change vs previous 13F +114 shares

    0.69% of the 13F portfolio, value $1,485,248.

    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 41,207 shares
    Change vs previous 13F +257 shares

    0.65% of the 13F portfolio, value $1,378,518.

    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 40,950 shares
    Change vs previous 13F -861 shares

    0.65% of the 13F portfolio, value $1,379,344.

    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 41,811 shares
    Change vs previous 13F -79 shares

    0.69% of the 13F portfolio, value $1,328,143.

    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 41,890 shares
    Change vs previous 13F -277 shares

    0.75% of the 13F portfolio, value $1,338,990.

    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 42,167 shares
    Change vs previous 13F -1,170 shares

    0.81% of the 13F portfolio, value $1,448,654.

    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 43,337 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,494,851.

    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).