Carson Wealth (CWM LLC)
DMLP icon

Carson Wealth (CWM LLC)’s Dorchester Minerals DMLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$578K Buy
21,320
+375
+2% +$9.54K ﹤0.01% 1907
2025
Q4 		$468K Buy
20,945
+104
+0.5% +$2.43K ﹤0.01% 1963
2025
Q3 		$540K Buy
20,841
+300
+1% +$7.83K ﹤0.01% 1749
2025
Q2 		$572K Buy
20,541
+19,451
+1,784% +$547K ﹤0.01% 1534
2025
Q1 		$33K Buy
1,090
+250
+30% +$7.86K ﹤0.01% 3310
2024
Q4 		$28K Hold
840
– – ﹤0.01% 3215
2024
Q3 		$25K Hold
840
– – ﹤0.01% 3218
2024
Q2 		$26K Hold
840
– – ﹤0.01% 2940
2024
Q1 		$28K Hold
840
– – ﹤0.01% 2669
2023
Q4 		$27K Hold
840
– – ﹤0.01% 2573
2023
Q3 		$24K Hold
840
– – ﹤0.01% 2555
2023
Q2 		$25K Sell
840
-500
-37% -$14.7K ﹤0.01% 2474
2023
Q1 		$41K Hold
1,340
– – ﹤0.01% 2008
2022
Q4 		$40K Hold
1,340
– – ﹤0.01% 1873
2022
Q3 		$33K Hold
1,340
– – ﹤0.01% 1880
2022
Q2 		$32K Buy
1,340
+500
+60% +$13.7K ﹤0.01% 1847
2022
Q1 		$22K Hold
840
– – ﹤0.01% 2013
2021
Q4 		$17K Buy
+840
New +$16.1K ﹤0.01% 2066
2021
Q2 		$14K Hold
840
– – ﹤0.01% 1955
2021
Q1 		$14K Hold
840
– – ﹤0.01% 1955
2020
Q4 		$14K Hold
840
– – ﹤0.01% 1955
2020
Q3 		$14K Hold
840
– – ﹤0.01% 1955
2020
Q2 		$14K Hold
840
– – ﹤0.01% 1955
2020
Q1 		$14K Hold
840
– – ﹤0.01% 1955
2019
Q4 		$14K Hold
840
– – ﹤0.01% 1955
2019
Q3 		$14K Hold
840
– – ﹤0.01% 1955
2019
Q2 		$14K Hold
840
– – ﹤0.01% 1955
2019
Q1 		$14K Buy
+840
New +$14.7K ﹤0.01% 1954

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Dorchester Minerals (DMLP) stake by 1.8% in Q1 2026, buying an estimated $9.54K and bringing the position to 21,320 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Carson Wealth (CWM LLC) first reported a position in DMLP in Q1 2019 and has held it in 28 quarters since. 149 funds tracked by Wall St. Rank hold DMLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,320 shares of Dorchester Minerals worth $578K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 375 Dorchester Minerals shares in Q1 2026, an estimated $9.54K.
  • Dorchester Minerals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1907 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dorchester Minerals in Q1 2019 and has held it in 28 quarters since.
  • 149 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2026.

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