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CIK 0001803425 • 4 13F filings • Aug 5, 2025 – Jan 9, 2026
Import this data to Google Sheets with:
=jivedata("carolinas-wealth-consulting-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| 13F-HR |
| 0001398344-25-014459 |
| $0K |
| View |
| Aug 14, 2025 | Q1 2025 | 13F-HR | 0001398344-25-015637 | $464.9M | View |