Carson Wealth (CWM LLC)
ELVR icon

Carson Wealth (CWM LLC)’s Elevra Lithium Ltd ELVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ELVR Stock Details ELVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30
Closed -$2K – 5849
2025
Q4 		$2K Sell
30
-6
-17% -$206 ﹤0.01% 5160
2025
Q3 		$1K Buy
+36
New +$749 ﹤0.01% 5229

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UBS Group
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QC
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RA
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Morgan Stanley
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BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Elevra Lithium Ltd (ELVR) in Q1 2026, closing a stake of 30 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ELVR in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q4 2025. 73 funds tracked by Wall St. Rank hold ELVR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Elevra Lithium Ltd position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Elevra Lithium Ltd shares in Q1 2026, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Elevra Lithium Ltd in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Elevra Lithium Ltd position peaked at $2K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Elevra Lithium Ltd as of Q1 2026.

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