Skip to content
Disclosery

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

Old North State Wealth Management, LLC held 3,429 HII 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 3,429 shares
    Change vs previous 13F +762 shares

    0.41% of the 13F portfolio, value $962,703.

    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 2,667 shares
    Change vs previous 13F -16,572 shares

    0.47% of the 13F portfolio, value $1,016,284.

    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 19,239 shares
    Change vs previous 13F +1,045 shares

    3.08% of the 13F portfolio, value $6,558,118.

    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 18,194 shares
    Change vs previous 13F +2,499 shares

    2.46% of the 13F portfolio, value $5,250,938.

    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 15,695 shares
    Change vs previous 13F +330 shares

    1.98% of the 13F portfolio, value $3,797,893.

    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 15,365 shares
    Change vs previous 13F +986 shares

    1.75% of the 13F portfolio, value $3,141,487.

    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 14,379 shares
    Change vs previous 13F +2,589 shares

    1.53% of the 13F portfolio, value $2,721,586.

    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 11,790 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,122,231.

    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).