Old North State Wealth Management, LLC SEC EDGAR Filings (CIK 0002041262)

SEC EDGAR filings, ownership reports, and insider transactions for Old North State Wealth Management, LLC.

Business address
1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403
Top securities (13F)
BRKB, AAPL, AMZN, CVS, NVDA, F, MHO, GILD, HII, ET, BA, ENB, SWK, VEEV, BDX, MSFT, FMC, MDT, VTV, and LYB
State of incorporation
NC
Fiscal year end
31 December
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Old North State Wealth Management, LLC has filed 18 SEC EDGAR filings since 24 Oct 2024

Latest Filings

Recent SEC filings for Old North State Wealth Management, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2025 30 Sep 2025 028-24402
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2025 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2025 30 Jun 2025 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2025 31 Mar 2025 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2025 31 Dec 2024 028-24402
N-PX Open N-PX document View SEC filing for N-PX 30 Oct 2024 30 Jun 2024 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2024 30 Sep 2024 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2024 30 Jun 2024 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2024 31 Mar 2024 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 31 Dec 2023 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 30 Sep 2023 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 30 Jun 2023 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 31 Mar 2023 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 31 Dec 2022 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Sep 2022 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Jun 2022 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 31 Mar 2022 028-24402
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 31 Dec 2021 028-24402

About this filer

Old North State Wealth Management, LLC files with the SEC under CIK 0002041262. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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