SEC 13F Intelligence

Carolina Wealth Advisors, LLC / 2655957D

Carolina Wealth Advisors, LLC’s Premier Inc Position

Does Carolina Wealth Advisors, LLC own Premier Inc (2655957D)? Not currently — the last reported position was 125.4K shares worth $3M in Q3 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
125.4K
% of Portfolio
+1.28%
Quarters Held
15
position exited

Position History 2655957D

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $4,531Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024125.4K$3M+1.28%
Q2 2024297.4K$6M+2.72%
Q1 2024264.7K$6M+3.17%
Q4 2023147.5K$3M+1.71%
Q3 2023147.6K$3M+1.79%
Q2 2023142.1K$4M+2.37%
Q1 2023131.2K$4M+2.49%
Q4 2022129.5K$4,531+2.85%
Q3 2022130.9K$4M+3.49%
Q2 2022129.3K$5M+3.05%
Q1 2022129.5K$5M+2.91%
Q4 2021126.5K$5M+2.94%
Q3 2021115.9K$4M+2.97%
Q2 2021112.0K$4M+2.63%
Q1 2021104.7K$4M+2.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of 2655957D.