Carolina Wealth Advisors, LLC has submitted its latest 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides a snapshot of the company's investment strategy and portfolio management. The report is particularly relevant for investors and analysts monitoring trends in the wealth management sector.
Background
Carolina Wealth Advisors, LLC, identified by CIK 0001786411, is a firm categorized under the entity type of 'other.' The company operates in the wealth management industry, focusing on managing assets for a diverse clientele. Recent filings include the 13F-HR reports, with the latest dated October 23, 2026, and previous filings dating back to July 17, 2026.
What the Filing Says
The filing, submitted on October 23, 2026, indicates that the report period ended on September 30, 2026. Specific details regarding the holdings or changes in the portfolio were not disclosed in the filing.
Impact
This filing may impact clients, investors, and competitors within the wealth management sector. By analyzing the holdings reported, stakeholders can gain insights into market trends and investment strategies employed by Carolina Wealth Advisors.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 23, 2026, and accepted by the SEC on the same day at 10:43:39 AM. The reporting period for this filing ended on September 30, 2026. The filing includes two documents, with the primary document being the 13F-HR form itself.
Company Information
Carolina Wealth Advisors, LLC is located at 1110 London Street, Suite 204, Myrtle Beach, SC 29577. The firm is registered under the Central Index Key (CIK) number 0001786411 and has an Employer Identification Number (EIN) of 815448638. It is incorporated in South Carolina and operates on a fiscal year that ends on December 31.
Document Format Files
The filing includes several document format files, including an XML version of the information table, which is essential for detailed analysis of the reported holdings. The size of the information table XML file is 146,219 bytes, while the complete submission text file is 149,227 bytes.
Missing Information
The filing does not provide specific details about the individual holdings or any changes in the portfolio during the reporting period. Additionally, there is no commentary or analysis from the firm regarding their investment strategy or outlook.