Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atlanticus Holdings ATLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95K Buy
1,811
+134
+8% +$7.49K ﹤0.01% 3315
2025
Q4 		$112K Sell
1,677
-2
-0.1% -$118 ﹤0.01% 2980
2025
Q3 		$98K Buy
1,679
+42
+3% +$2.54K ﹤0.01% 3001
2025
Q2 		$90K Sell
1,637
-14
-0.8% -$727 ﹤0.01% 2811
2025
Q1 		$84K Buy
1,651
+64
+4% +$3.49K ﹤0.01% 2567
2024
Q4 		$89K Buy
1,587
+7
+0.4% +$333 ﹤0.01% 2358
2024
Q3 		$55K Buy
1,580
+22
+1% +$727 ﹤0.01% 2610
2024
Q2 		$44K Buy
1,558
+21
+1% +$561 ﹤0.01% 2556
2024
Q1 		$45K Buy
1,537
+1
+0.1% +$33 ﹤0.01% 2348
2023
Q4 		$59K Hold
1,536
– – ﹤0.01% 2063
2023
Q3 		$47K Hold
1,536
– – ﹤0.01% 2097
2023
Q2 		$65K Hold
1,536
– – ﹤0.01% 1810
2023
Q1 		$42K Hold
1,536
– – ﹤0.01% 1983
2022
Q4 		$40K Hold
1,536
– – ﹤0.01% 1869
2022
Q3 		$40K Hold
1,536
– – ﹤0.01% 1763
2022
Q2 		$54K Hold
1,536
– – ﹤0.01% 1597
2022
Q1 		$80K Hold
1,536
– – ﹤0.01% 1413
2021
Q4 		$110K Buy
+1,536
New +$103K ﹤0.01% 1260
2021
Q2 		$61K Hold
1,536
– – ﹤0.01% 1316
2021
Q1 		$61K Hold
1,536
– – ﹤0.01% 1316
2020
Q4 		$61K Hold
1,536
– – ﹤0.01% 1316
2020
Q3 		$61K Hold
1,536
– – ﹤0.01% 1316
2020
Q2 		$61K Hold
1,536
– – ﹤0.01% 1316
2020
Q1 		$61K Hold
1,536
– – ﹤0.01% 1316
2019
Q4 		$61K Hold
1,536
– – ﹤0.01% 1316
2019
Q3 		$61K Hold
1,536
– – ﹤0.01% 1316
2019
Q2 		$61K Hold
1,536
– – ﹤0.01% 1316
2019
Q1 		$61K Buy
+1,536
New +$5.49K ﹤0.01% 1316

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ATLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Atlanticus Holdings (ATLC) stake by 8% in Q1 2026, buying an estimated $7.49K and bringing the position to 1,811 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Carson Wealth (CWM LLC) first reported a position in ATLC in Q1 2019 and has held it in 28 quarters since. The position peaked at $112K in Q4 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,811 shares of Atlanticus Holdings worth $95K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 134 Atlanticus Holdings shares in Q1 2026, an estimated $7.49K.
  • Atlanticus Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3315 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlanticus Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Atlanticus Holdings position peaked at $112K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

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