Carolina Wealth Advisors, LLC HKND β€” HUMANKIND US STOCK ETF

Ownership history in Carolina Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Carolina Wealth Advisors, LLC reported HUMANKIND US STOCK ETF (HKND) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows HKND at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HKND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carolina Wealth Advisors, LLC's position in HUMANKIND US STOCK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HKND was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carolina Wealth Advisors, LLC held HKND β€” position size vs. price
% of Fund (quarterly)    HKND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 758 -105 -12.2% 0.01% $26K 2025-10-07 $34.94
2025 Q2 REDUCED β€” β€” β€” 863 -154 -15.1% 0.01% $28K 2025-07-22 $32.66
2025 Q1 INITIATED β€” β€” β€” 1,017 β€” β€” 0.02% $32K 2025-04-24 $29.48

🏒 Other funds also holding HKND

As of 2026 Q1 β€” sorted by position size

Strategic Financial Planning, Inc. 3Y 0.69%

FAQ About Carolina Wealth Advisors, LLC and HKND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carolina Wealth Advisors, LLC reported owning HKND?

Carolina Wealth Advisors, LLC reported HKND across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HKND position in Carolina Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for HKND was 0.02% in 2025 Q1.

What is the latest reported HKND position on this page?

The most recent filing on this page is 2025 Q3, when Carolina Wealth Advisors, LLC reported 758 shares, equal to 0.01% of portfolio, with an estimated market value of $26K.

What does the chart on this HKND ownership page compare?

The chart compares Carolina Wealth Advisors, LLC's quarterly HKND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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