Filer Snapshot

Old North State Trust, LLC

CIK 0001760444. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

31

Latest Filing

13 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 13 May 2026 for CIK 0001760444.

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Business address
1250 Revolution Mill Dr Suite 152, Greensboro, NC, 27405
Top securities (13F)
AAPL, SPY, NVDA, LLY, MSFT, COST, DUK, IVV, TSM, SO, IBM, VZ, META, MA, TFC, XOM, GOOG, ANET, CSCO, and AJG
State of incorporation
NC
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Old North State Trust, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $168.39M across 150 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $14.06M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 150 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 May 2026

AAPL

8.4%

Apple Inc

$14.06M

SPY

6.4%

State Street Spdr S&P 500 Etf Trust

$10.84M

NVDA

5.2%

NVIDIA Corp

$8.7M

LLY

4.1%

Eli Lilly & Co

$6.94M

MSFT

3.1%

Microsoft Corp

$5.2M

Latest update

What changed recently for Old North State Trust, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2026.

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Benchmark Context

Benchmark context for this company

Old North State Trust, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Old North State Trust, LLC has filed 31 SEC EDGAR filings since 08 Feb 2019. Common forms include 13F-HR, 13F-HR/A.

Old North State Trust, LLC SEC filings Old North State Trust, LLC 13F portfolio

Latest Filings

Recent SEC filings for Old North State Trust, LLC with direct links to document and filing folders.

13F-HR File 028-19059

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
24 Mar 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19059

13F-HR filing

Filing date
20 Nov 2025
Reporting date
30 Sep 2025
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13F-HR File 028-19059

13F-HR filing

Filing date
18 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19059

13F-HR filing

Filing date
23 Jun 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
10 Mar 2025
Reporting date
31 Dec 2024
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13F-HR File 028-19059

13F-HR filing

Filing date
29 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
19 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
15 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
22 Aug 2023
Reporting date
30 Jun 2023
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13F-HR/A File 028-19059

13F-HR/A filing

Filing date
24 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
23 May 2023
Reporting date
31 Mar 2023
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13F-HR File 028-19059

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
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13F-HR File 028-19059

13F-HR filing

Filing date
08 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
12 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-19059

13F-HR filing

Filing date
02 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
02 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
28 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
12 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
08 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
13 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
10 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
21 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
09 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
16 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
10 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
08 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-19059

13F-HR filing

Filing date
08 Feb 2019
Reporting date
30 Sep 2018
SEC evidence
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Next action
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About this filer

Old North State Trust, LLC files with the SEC under CIK 0001760444. 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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