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

Old North State Wealth Management, LLC held 311,656 ET 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 311,656 shares
    Change vs previous 13F +1,084 shares

    2.55% of the 13F portfolio, value $5,959,617.

    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 310,572 shares
    Change vs previous 13F +2,548 shares

    2.77% of the 13F portfolio, value $5,994,716.

    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 308,024 shares
    Change vs previous 13F +11,019 shares

    2.39% of the 13F portfolio, value $5,079,950.

    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 297,005 shares
    Change vs previous 13F +8,879 shares

    2.38% of the 13F portfolio, value $5,097,270.

    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 288,126 shares
    Change vs previous 13F +3,822 shares

    2.72% of the 13F portfolio, value $5,224,414.

    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 284,304 shares
    Change vs previous 13F -8,632 shares

    2.94% of the 13F portfolio, value $5,285,924.

    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 292,936 shares
    Change vs previous 13F -4,615 shares

    3.23% of the 13F portfolio, value $5,739,239.

    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 297,551 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $4,776,217.

    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).