Carson Wealth (CWM LLC)
ATLO icon

Carson Wealth (CWM LLC)’s AMES National ATLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.4K Buy
2,248
+79
+4% +$2.07K ﹤0.01% 3635
2025
Q4 		$50K Buy
2,169
+333
+18% +$7.16K ﹤0.01% 3598
2025
Q3 		$37K Buy
1,836
+1,103
+150% +$21.2K ﹤0.01% 3744
2025
Q2 		$13K Sell
733
-1,388
-65% -$24.1K ﹤0.01% 4145
2025
Q1 		$37K Buy
2,121
+148
+8% +$2.65K ﹤0.01% 3217
2024
Q4 		$32K Buy
1,973
+265
+16% +$4.58K ﹤0.01% 3118
2024
Q3 		$31K Buy
1,708
+38
+2% +$731 ﹤0.01% 3064
2024
Q2 		$34K Buy
1,670
+61
+4% +$1.22K ﹤0.01% 2739
2024
Q1 		$32K Buy
1,609
+1
+0.1% +$20 ﹤0.01% 2593
2023
Q4 		$34K Buy
1,608
+1,533
+2,044% +$28K ﹤0.01% 2408
2023
Q3 		$1K Buy
+75
New +$1.38K ﹤0.01% 3919

Other funds holding ATLO

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AMES National (ATLO) stake by 3.6% in Q1 2026, buying an estimated $2.07K and bringing the position to 2,248 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Carson Wealth (CWM LLC) first reported a position in ATLO in Q3 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,248 shares of AMES National worth $63.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 79 AMES National shares in Q1 2026, an estimated $2.07K.
  • AMES National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3635 holding.
  • Carson Wealth (CWM LLC) first reported a position in AMES National in Q3 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

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