Carter Bankshares shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Carter Bankshares
Tip: Access up to 7 years of quarterly data
All positions including Carter Bankshares held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Carter Bankshares by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $270k | 7.9k | 34.01 |