Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AtaiBeckley Inc ATAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8K Buy
+9,549
New +$36K ﹤0.01% 4080
2024
Q2 		– Sell
-350
Closed -$1K – 4578
2024
Q1 		$1K Buy
+350
New +$644 ﹤0.01% 4069

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Susquehanna International Group
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Millennium Management
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Morgan Stanley
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CS
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Qube Research & Technologies (QRT)
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Carson Wealth (CWM LLC)'s ATAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in AtaiBeckley Inc (ATAI) in Q1 2026: 9,549 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #4080 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in ATAI as recently as Q1 2024.

Carson Wealth (CWM LLC) first reported a position in ATAI in Q1 2024 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold ATAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,549 shares of AtaiBeckley Inc worth $33.8K as of Q1 2026.
  • AtaiBeckley Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • AtaiBeckley Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4080 holding.
  • Carson Wealth (CWM LLC) first reported a position in AtaiBeckley Inc in Q1 2024 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.