Carson Wealth (CWM LLC)
BRFS

Carson Wealth (CWM LLC)’s BRF SA BRFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRFS Stock Details BRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,440
Closed -$5K – 5278
2025
Q2 		$5K Buy
1,440
+212
+17% +$767 ﹤0.01% 4587
2025
Q1 		$4K Sell
1,228
-1,675
-58% -$5.9K ﹤0.01% 4515
2024
Q4 		$12K Sell
2,903
-557
-16% -$2.42K ﹤0.01% 3739
2024
Q3 		$15K Buy
3,460
+1,042
+43% +$4.41K ﹤0.01% 3536
2024
Q2 		$10K Buy
+2,418
New +$8.5K ﹤0.01% 3523
2023
Q3 		– Sell
-500
Closed -$1K – 4195
2023
Q2 		$1K Buy
+500
New +$771 ﹤0.01% 3914
2023
Q1 		– Sell
-1,256
Closed -$2K – 4060
2022
Q4 		$2K Buy
1,256
+735
+141% +$1.52K ﹤0.01% 3508
2022
Q3 		$1K Sell
521
-3
-0.6% -$9 ﹤0.01% 3604
2022
Q2 		$1K Buy
524
+183
+54% +$540 ﹤0.01% 3494
2022
Q1 		$1K Sell
341
-16
-4% -$59 ﹤0.01% 3301
2021
Q4 		$1K Buy
+357
New +$1.46K ﹤0.01% 3253

Other funds holding BRFS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of BRF SA (BRFS) in Q3 2025, closing a stake of 1,440 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in BRFS in Q4 2021 and held it in 11 quarters. The position peaked at $15K in Q3 2024. 1 fund tracked by Wall St. Rank holds BRFS as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining BRF SA position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,440 BRF SA shares in Q3 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in BRF SA in Q4 2021 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s BRF SA position peaked at $15K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held BRF SA as of Q3 2025.

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