Current Market Value 0
Current Holdings 0
Most Recent File Date 2025-08-05
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Carolinas Wealth Consulting Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 0 0
2025-08-14 2025-03-31 13F-HR 1012 464,863
2025-02-27 2024-12-31 13F-HR 1056 508,764
2024-11-12 2024-09-30 13F-HR 1052 551,168
2024-08-12 2024-06-30 13F-HR 1040 518,030
2024-05-15 2024-03-31 13F-HR 1033 507,305
2024-02-13 2023-12-31 13F-HR 996 459,767
2023-11-14 2023-09-30 13F-HR 1015 401,178
2023-08-14 2023-06-30 13F-HR 1059 504,370
2023-05-16 2023-03-31 13F-HR 1060 469,928
2023-02-14 2022-12-31 13F-HR 1067 441,935
2022-11-14 2022-09-30 13F-HR 924 395,381
2022-08-16 2022-06-30 13F-HR 922 402,574
2022-05-17 2022-03-31 13F-HR 948 452,459
2022-02-14 2021-12-31 13F-HR 992 458,979
2021-11-15 2021-09-30 13F-HR 963 429,308
2021-08-17 2021-06-30 13F-HR 977 454,961
2021-05-17 2021-03-31 13F-HR 976 411,092
2021-02-16 2020-12-31 13F-HR 907 371,821
2020-11-12 2020-09-30 13F-HR 999 297,220
2020-08-13 2020-06-30 13F-HR 732 253,925
2020-05-11 2020-03-31 13F-HR 168 184,763
2020-02-14 2019-12-31 13F-HR 93 95,958