Carson Wealth (CWM LLC)’s Allot ALLT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALLT Stock Details ALLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-609	Closed	-$5K	–	5240
2025 Q2	$5K	Buy	+609	New	+$4.38K	﹤0.01%	4582

Other funds holding ALLT

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALLT Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Allot (ALLT) in Q3 2025, closing a stake of 609 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in ALLT in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 85 funds tracked by Wall St. Rank hold ALLT as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Allot position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 609 Allot shares in Q3 2025, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Allot in Q2 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Allot position peaked at $5K in Q2 2025.
85 funds tracked by Wall St. Rank held Allot as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.