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Carolina Wealth Advisors, LLCYieldConcentrated trader

CIK: 0001786411 | MYRTLE BEACH, SC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR373$262.8M2026-10-23SEC ↗
Q2 2026
13F-HR278$255.1M2026-07-09SEC ↗
Q1 2026
13F-HR278$240.1M2026-04-07SEC ↗
Q4 2025
13F-HR272$224.3M2026-01-21SEC ↗
Q3 2025
13F-HR232$231.5M2025-10-07SEC ↗
Q2 2025
13F-HR270$202.7M2025-07-22SEC ↗
Q1 2025
13F-HR284$185.4M2025-04-24SEC ↗
Q4 2024
13F-HR299$185.8M2025-01-14SEC ↗
Q3 2024
13F-HR339$196.6M2024-10-21SEC ↗
Q2 2024
13F-HR226$203.9M2024-07-12SEC ↗
Q1 2024
13F-HR222$184.5M2024-04-05SEC ↗
Q4 2023
13F-HR248$193.0M2024-01-23SEC ↗
Q3 2023
13F-HR271$177.1M2023-10-17SEC ↗
Q2 2023
13F-HR256$166.2M2023-07-17SEC ↗
Q1 2023
13F-HR275$170.8M2023-04-14SEC ↗
Q4 2022
13F-HR248$11.0M2023-01-10SEC ↗
Q3 2022
13F-HR260$8.6M2022-10-14SEC ↗
Q2 2022
13F-HR319$9.2M2022-07-19SEC ↗
Q1 2022
13F-HR290$9.7M2022-04-18SEC ↗
Q4 2021
13F-HR285$7.9M2022-01-24SEC ↗
Q3 2021
13F-HR279$6.4M2021-10-22SEC ↗
Q2 2021
13F-HR296$6.5M2021-07-22SEC ↗
Q1 2021
13F-HR317$6.0M2021-04-09SEC ↗
Q4 2020
13F-HR266$12.2M2021-01-29SEC ↗
Q3 2020
13F-HR233$13.7M2020-10-19SEC ↗
Q2 2020
13F-HR181$12.6M2020-07-31SEC ↗
Q1 2020
13F-HR182$8.4M2020-04-09SEC ↗
Q4 2019
13F-HR189$5.9M2020-02-07SEC ↗