Carolina Wealth Advisors, LLC

Position in APAM — Artisan Partners Asset Management Inc.

CIK 1786411 MYRTLE BEACH, SC

Position in APAM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,953,603

-$129,287 QoQ

Shares Held

56,577

-1.2% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#101

of 378 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $6,152,661 across 3 Asset Management names. APAM ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	23,710	$2,695,589
2	APAM	Artisan Partners Asset Management Inc. This page	56,577	$1,953,603
3	BX	Blackstone Inc.	12,777	$1,503,469

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,953,603	56,577	-1.2%	Shares	Sole	2026-07-09
2026-03-31	$2,082,890	57,238	+4399.8%	Shares	Sole	2026-04-07
2025-12-31	$51,821	1,272	-0.1%	Shares	Sole	2026-01-21
2025-09-30	$55,248	1,273	—	Shares	Sole	2025-10-07
No filing history on record for this holder in this stock.