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

Old North State Wealth Management, LLC held 106,428 DOC 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 106,428 shares
    Change vs previous 13F +26,157 shares

    0.97% of the 13F portfolio, value $2,278,001.

    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 80,271 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,319,126.

    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).