Back to IPAR
Carolina Wealth Advisors, LLC → IPAR
Carolina Wealth Advisors, LLC IPAR Position History
Interparfums, Inc. • Consumer Defensive
Quarters held
4
Latest value
$258K
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $195K |
| Q2 2026 | $241K |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 2.3K | — | — |
| Q2 2026 | $241K | 2.2K | — | — |
| Q1 2026 | $195K | 2.2K | — | — |
| Q4 2025 | $3.7M | 43.9K | — | — |
Other funds holding IPAR
$302.6M
$290.9M
$274.2M
$236.2M
$235.3M
$192.1M
$170.6M
$96.1M
Other Carolina Wealth Advisors, LLC positions
LEO
$19MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$16.9MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$14MBNY MELLON US LARGE CAP CORE EQUITY ETF
SCHW-PJ
$12.7MSCHWAB US TIPS ETF
SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF