Carson Wealth (CWM LLC)’s Mitek Systems MITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $429K | Buy |
31,748
+7,599
| +31% | +$94K | ﹤0.01% | 2125 |
|
|
2025
Q4 | $255K | Sell |
24,149
-2,533
| -9% | -$23.9K | ﹤0.01% | 2369 |
|
|
2025
Q3 | $261K | Buy |
26,682
+3,986
| +18% | +$39.2K | ﹤0.01% | 2242 |
|
|
2025
Q2 | $225K | Buy |
22,696
+2,351
| +12% | +$21.1K | ﹤0.01% | 2068 |
|
|
2025
Q1 | $168K | Buy |
20,345
+28
| +0.1% | +$272 | ﹤0.01% | 2045 |
|
|
2024
Q4 | $226K | Sell |
20,317
-84
| -0.4% | -$784 | ﹤0.01% | 1748 |
|
|
2024
Q3 | $177K | Sell |
20,401
-259
| -1% | -$2.62K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $231K | Buy |
20,660
+52
| +0.3% | +$666 | ﹤0.01% | 1513 |
|
|
2024
Q1 | $291K | Sell |
20,608
-1
| -0% | -$12 | ﹤0.01% | 1343 |
|
|
2023
Q4 | $269K | Sell |
20,609
-20
| -0.1% | -$223 | ﹤0.01% | 1292 |
|
|
2023
Q3 | $221K | Sell |
20,629
-41
| -0.2% | -$459 | ﹤0.01% | 1274 |
|
|
2023
Q2 | $224K | Buy |
20,670
+20,000
| +2,985% | +$195K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $6K | Sell |
670
-26
| -4% | -$249 | ﹤0.01% | 3216 |
|
|
2022
Q4 | $7K | Hold |
696
| – | – | ﹤0.01% | 3014 |
|
|
2022
Q3 | $6K | Sell |
696
-202
| -22% | -$2.03K | ﹤0.01% | 2983 |
|
|
2022
Q2 | $8K | Buy |
898
+478
| +114% | +$5.09K | ﹤0.01% | 2712 |
|
|
2022
Q1 | $6K | Hold |
420
| – | – | ﹤0.01% | 2762 |
|
|
2021
Q4 | $7K | Buy |
+420
| New | +$7.5K | ﹤0.01% | 2559 |
|
|
2021
Q2 | $8K | Hold |
420
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q1 | $8K | Hold |
420
| – | – | ﹤0.01% | 2195 |
|
|
2020
Q4 | $8K | Hold |
420
| – | – | ﹤0.01% | 2195 |
|
|
2020
Q3 | $8K | Hold |
420
| – | – | ﹤0.01% | 2195 |
|
|
2020
Q2 | $8K | Hold |
420
| – | – | ﹤0.01% | 2194 |
|
|
2020
Q1 | $8K | Hold |
420
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q4 | $8K | Hold |
420
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q3 | $8K | Hold |
420
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q2 | $8K | Hold |
420
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q1 | $8K | Buy |
420
+220
| +110% | +$2.47K | ﹤0.01% | 2194 |
|
|
2018
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1769 |
|
|
2018
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1705 |
|
|
2018
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1396 |
|
|
2018
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1299 |
|
|
2017
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1076 |
|
|
2016
Q4 | $1K | Buy |
+200
| New | +$1.3K | ﹤0.01% | 1059 |
|
Other funds holding MITK
TCM
IAA
Carson Wealth (CWM LLC)'s MITK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Mitek Systems (MITK) stake by 31% in Q1 2026, buying an estimated $94K and bringing the position to 31,748 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.
Carson Wealth (CWM LLC) first reported a position in MITK in Q4 2016 and has held it in 37 quarters since. 191 funds tracked by Wall St. Rank hold MITK as of Q1 2026.
- Carson Wealth (CWM LLC) held 31,748 shares of Mitek Systems worth $429K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,599 Mitek Systems shares in Q1 2026, an estimated $94K.
- Mitek Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2125 holding.
- Carson Wealth (CWM LLC) first reported a position in Mitek Systems in Q4 2016 and has held it in 37 quarters since.
- 191 funds tracked by Wall St. Rank held Mitek Systems as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.