Carson Wealth (CWM LLC)’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $713K | Sell |
19,183
-279
| -1% | -$10.5K | ﹤0.01% | 1774 |
|
|
2025
Q4 | $669K | Sell |
19,462
-6,756
| -26% | -$238K | ﹤0.01% | 1743 |
|
|
2025
Q3 | $966K | Buy |
26,218
+5,027
| +24% | +$179K | ﹤0.01% | 1429 |
|
|
2025
Q2 | $733K | Sell |
21,191
-540
| -2% | -$19K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $770K | Sell |
21,731
-1,980
| -8% | -$68.8K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $819K | Sell |
23,711
-1,067
| -4% | -$39.4K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $909K | Sell |
24,778
-1,096
| -4% | -$39.7K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $893K | Sell |
25,874
-2,850
| -10% | -$95K | ﹤0.01% | 951 |
|
|
2024
Q1 | $934K | Sell |
28,724
-1,675
| -6% | -$53.4K | ﹤0.01% | 886 |
|
|
2023
Q4 | $976K | Sell |
30,399
-2,506
| -8% | -$81K | 0.01% | 820 |
|
|
2023
Q3 | $1.06M | Sell |
32,905
-2,678
| -8% | -$88.4K | 0.01% | 731 |
|
|
2023
Q2 | $1.18M | Sell |
35,583
-182
| -0.5% | -$6.08K | 0.01% | 656 |
|
|
2023
Q1 | $1.26M | Buy |
35,765
+657
| +2% | +$23.6K | 0.01% | 589 |
|
|
2022
Q4 | $1.25M | Buy |
35,108
+991
| +3% | +$37.7K | 0.01% | 553 |
|
|
2022
Q3 | $1.28M | Sell |
34,117
-1,492
| -4% | -$62.1K | 0.01% | 496 |
|
|
2022
Q2 | $1.37M | Sell |
35,609
-2,104
| -6% | -$77.7K | 0.01% | 484 |
|
|
2022
Q1 | $1.45M | Sell |
37,713
-5,494
| -13% | -$194K | 0.01% | 473 |
|
|
2021
Q4 | $1.48M | Buy |
+43,207
| New | +$1.44M | 0.01% | 501 |
|
|
2021
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2021
Q1 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2020
Q3 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2020
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2020
Q1 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2019
Q4 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2019
Q3 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2019
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 478 |
|
|
2019
Q1 | $1.7M | Buy |
44,253
+42,847
| +3,047% | +$1.93M | 0.01% | 478 |
|
|
2018
Q4 | $59K | Hold |
1,406
| – | – | ﹤0.01% | 843 |
|
|
2018
Q3 | $62K | Buy |
1,406
+282
| +25% | +$12.3K | ﹤0.01% | 708 |
|
|
2018
Q2 | $48K | Buy |
1,124
+24
| +2% | +$941 | ﹤0.01% | 639 |
|
|
2018
Q1 | $42K | Sell |
1,100
-400
| -27% | -$15.7K | ﹤0.01% | 582 |
|
|
2017
Q4 | $65K | Hold |
1,500
| – | – | ﹤0.01% | 488 |
|
|
2017
Q3 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 464 |
|
|
2017
Q2 | $77K | Hold |
1,500
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $72K | Sell |
1,500
-200
| -12% | -$9.36K | ﹤0.01% | 394 |
|
|
2016
Q4 | $80K | Buy |
1,700
+200
| +13% | +$9.46K | ﹤0.01% | 382 |
|
|
2016
Q3 | $78K | Buy |
+1,500
| New | +$78.4K | 0.01% | 365 |
|
Other funds holding LTC
ACM
Carson Wealth (CWM LLC)'s LTC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its LTC Properties (LTC) stake by 1.4% in Q1 2026, selling an estimated $10.5K and leaving 19,183 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.
Carson Wealth (CWM LLC) first reported a position in LTC in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.7M in Q2 2021. 287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.
- Carson Wealth (CWM LLC) held 19,183 shares of LTC Properties worth $713K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 279 LTC Properties shares in Q1 2026, an estimated $10.5K.
- LTC Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1774 holding.
- Carson Wealth (CWM LLC) first reported a position in LTC Properties in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s LTC Properties position peaked at $1.7M in Q2 2021.
- 287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.