CAROLINAS WEALTH CONSULTING LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Charlotte, NC
CIK
0001803425
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 1,059 504,369 13F-HR 8/14/2023 000139834423014865 CAROLINAS WEALTH CONSULTING LLC
Q1 2023 1,060 469,927 13F-HR 5/15/2023 000139834423009884 CAROLINAS WEALTH CONSULTING LLC
Q4 2022 1,067 441,935 13F-HR 2/14/2023 000139834423003461 CAROLINAS WEALTH CONSULTING LLC
Q3 2022 926 395,381 13F-HR 11/14/2022 000139834422022108 CAROLINAS WEALTH CONSULTING LLC
Q2 2022 923 402,574 13F-HR 8/16/2022 000139834422015746 CAROLINAS WEALTH CONSULTING LLC
Q1 2022 952 452,459 13F-HR 5/16/2022 000139834422009797 CAROLINAS WEALTH CONSULTING LLC
Q4 2021 995 458,979 13F-HR 2/14/2022 000139834422003280 CAROLINAS WEALTH CONSULTING LLC
Q3 2021 965 429,308 13F-HR 11/15/2021 000139834421021602 CAROLINAS WEALTH CONSULTING LLC
Q2 2021 986 454,961 13F-HR 8/17/2021 000139834421016368 CAROLINAS WEALTH CONSULTING LLC
Q1 2021 978 411,092 13F-HR 5/17/2021 000139834421010924 CAROLINAS WEALTH CONSULTING LLC
Q4 2020 910 371,821 13F-HR 2/16/2021 000139834421003465 CAROLINAS WEALTH CONSULTING LLC
Q3 2020 1,002 297,220 13F-HR 11/12/2020 000139834420021961 CAROLINAS WEALTH CONSULTING LLC
Q2 2020 733 253,925 13F-HR 8/13/2020 000139834420015662 CAROLINAS WEALTH CONSULTING LLC
Q1 2020 168 184,763 13F-HR 5/11/2020 000139834420009778 CAROLINAS WEALTH CONSULTING LLC
Q4 2019 93 95,958 13F-HR 2/14/2020 000139834420003613 CAROLINAS WEALTH CONSULTING LLC