Skip to content
Disclosery

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

Old North State Wealth Management, LLC held 0 WHR 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 0 shares
    Change vs previous 13F -4,847 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,847 shares
    Change vs previous 13F +1,958 shares

    0.12% of the 13F portfolio, value $261,570.

    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 2,889 shares
    Change vs previous 13F +143 shares

    0.1% of the 13F portfolio, value $208,693.

    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 2,746 shares
    Change vs previous 13F -207 shares

    0.1% of the 13F portfolio, value $216,253.

    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 2,953 shares
    Change vs previous 13F +493 shares

    0.16% of the 13F portfolio, value $300,040.

    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 2,460 shares
    Change vs previous 13F +650 shares

    0.12% of the 13F portfolio, value $222,139.

    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 1,810 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $207,589.

    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).