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

Old North State Wealth Management, LLC held 94,495 SW 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 94,495 shares
    Change vs previous 13F +8,112 shares

    1.87% of the 13F portfolio, value $4,373,433.

    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 86,383 shares
    Change vs previous 13F -8,199 shares

    1.59% of the 13F portfolio, value $3,444,014.

    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 94,582 shares
    Change vs previous 13F +13,935 shares

    1.72% of the 13F portfolio, value $3,659,086.

    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 80,647 shares
    Change vs previous 13F +685 shares

    1.61% of the 13F portfolio, value $3,435,094.

    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 79,962 shares
    Change vs previous 13F +599 shares

    1.8% of the 13F portfolio, value $3,452,337.

    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 79,363 shares
    Change vs previous 13F +1,926 shares

    1.99% of the 13F portfolio, value $3,578,194.

    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 77,437 shares
    Change vs previous 13F +786 shares

    2.35% of the 13F portfolio, value $4,173,690.

    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 76,651 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,790,488.

    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).