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

Old North State Wealth Management, LLC held 45,526 MHO 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 45,526 shares
    Change vs previous 13F +1,405 shares

    3.13% of the 13F portfolio, value $7,320,131.

    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 44,121 shares
    Change vs previous 13F +825 shares

    2.5% of the 13F portfolio, value $5,402,619.

    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 43,296 shares
    Change vs previous 13F -1,445 shares

    2.6% of the 13F portfolio, value $5,539,728.

    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 44,741 shares
    Change vs previous 13F +225 shares

    3.02% of the 13F portfolio, value $6,462,391.

    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 44,516 shares
    Change vs previous 13F -1,740 shares

    2.6% of the 13F portfolio, value $4,991,133.

    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 46,256 shares
    Change vs previous 13F -405 shares

    2.94% of the 13F portfolio, value $5,281,512.

    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 46,661 shares
    Change vs previous 13F -700 shares

    3.49% of the 13F portfolio, value $6,203,582.

    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 47,361 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $8,115,781.

    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).