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

Old North State Wealth Management, LLC held 31,670 OMC 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 31,670 shares
    Change vs previous 13F -191 shares

    0.99% of the 13F portfolio, value $2,308,524.

    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 31,861 shares
    Change vs previous 13F +4,247 shares

    1.11% of the 13F portfolio, value $2,401,657.

    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 27,614 shares
    Change vs previous 13F +5,705 shares

    1.05% of the 13F portfolio, value $2,232,062.

    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 21,909 shares
    Change vs previous 13F -1,249 shares

    0.84% of the 13F portfolio, value $1,788,224.

    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 23,158 shares
    Change vs previous 13F +1,572 shares

    0.87% of the 13F portfolio, value $1,667,411.

    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 21,586 shares
    Change vs previous 13F +1,624 shares

    1% of the 13F portfolio, value $1,791,199.

    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 19,962 shares
    Change vs previous 13F +580 shares

    0.97% of the 13F portfolio, value $1,718,947.

    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 19,382 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,005,337.

    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).