Carson Wealth (CWM LLC)
DSS icon

Carson Wealth (CWM LLC)’s DSS Inc DSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1 Hold
1
– – ﹤0.01% 5666
2025
Q4 		$0 Hold
1
– – ﹤0.01% 5425
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5327
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5155
2025
Q1 		$0 Hold
1
– – ﹤0.01% 5088
2024
Q4 		$0 Hold
1
– – ﹤0.01% 4961
2024
Q3 		$0 Hold
1
– – ﹤0.01% 4894
2024
Q2 		$0 Hold
1
– – ﹤0.01% 4658
2024
Q1 		$0 Buy
+1
New +$2 ﹤0.01% 4405
2023
Q4 		– Hold
0
– – – 4218
2023
Q3 		– Hold
0
– – – 4246
2023
Q2 		– Hold
0
– – – 4228
2023
Q1 		– Hold
0
– – – 4116
2022
Q4 		– Hold
0
– – – 4029
2022
Q3 		– Hold
0
– – – 3967
2022
Q2 		– Hold
0
– – – 3854
2022
Q1 		– Hold
0
– – – 3591
2021
Q4 		– Hold
0
– – – 3519
2021
Q2 		– Hold
0
– – – 2947
2021
Q1 		– Hold
0
– – – 2947
2020
Q4 		– Hold
0
– – – 2946
2020
Q3 		– Hold
0
– – – 2946
2020
Q2 		– Hold
0
– – – 2946
2020
Q1 		– Hold
0
– – – 2946
2019
Q4 		– Hold
0
– – – 2945
2019
Q3 		– Hold
0
– – – 2945
2019
Q2 		– Hold
0
– – – 2945
2019
Q1 		– Hold
0
– – – 3009

Other funds holding DSS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its DSS Inc (DSS) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5666.

Carson Wealth (CWM LLC) first reported a position in DSS in Q1 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold DSS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1 share of DSS Inc worth $1 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its DSS Inc share count unchanged in Q1 2026.
  • DSS Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5666 holding.
  • Carson Wealth (CWM LLC) first reported a position in DSS Inc in Q1 2024 and has held it in 9 quarters since.
  • 17 funds tracked by Wall St. Rank held DSS Inc as of Q1 2026.

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