Carson Wealth (CWM LLC)
CD

Carson Wealth (CWM LLC)’s Chaince Digital Holdings CD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$832 Buy
209
+135
+182% +$694 ﹤0.01% 5420
2025
Q4 		$0 Sell
74
-17
-19% -$197 ﹤0.01% 5525
2025
Q3 		$2K Buy
+91
New +$575 ﹤0.01% 5019

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

Carson Wealth (CWM LLC) increased its Chaince Digital Holdings (CD) stake by 182% in Q1 2026, buying an estimated $694 and bringing the position to 209 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #5420.

Carson Wealth (CWM LLC) first reported a position in CD in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q3 2025. 50 funds tracked by Wall St. Rank hold CD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 209 shares of Chaince Digital Holdings worth $832 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 135 Chaince Digital Holdings shares in Q1 2026, an estimated $694.
  • Chaince Digital Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5420 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chaince Digital Holdings in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Chaince Digital Holdings position peaked at $2K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q1 2026.

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