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Carolina Wealth Advisors, LLC → LEO
Carolina Wealth Advisors, LLC LEO Position History
LEO
Quarters held
4
Latest value
$19M
Q3 2026
Peak value
$19M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.4M |
| Q1 2026 | $14M |
| Q2 2026 | $16.9M |
| Q3 2026 | $19M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19M | 388.5K | — | — |
| Q2 2026 | $16.9M | 118.1K | — | — |
| Q1 2026 | $14M | 112.6K | — | — |
| Q4 2025 | $10.4M | 79.6K | — | — |
Other funds holding LEO
$1.7B
$1.6B
$1.5B
$739.6M
$461.5M
$428.7M
Other Carolina Wealth Advisors, LLC positions
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
STT-PG
$10.1MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
STT-PG
$9.9MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
STT-PG
$9.9MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
STT-PG
$9.7MSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF