Carson Wealth (CWM LLC)
MLNK

Carson Wealth (CWM LLC)’s MeridianLink MLNK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLNK Stock Details MLNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-689
Closed -$14K – 5529
2025
Q3 		$14K Buy
689
+474
+220% +$8.71K ﹤0.01% 4315
2025
Q2 		$3K Sell
215
-77
-26% -$1.29K ﹤0.01% 4788
2025
Q1 		$5K Buy
292
+143
+96% +$2.76K ﹤0.01% 4464
2024
Q4 		$3K Buy
149
+58
+64% +$1.28K ﹤0.01% 4424
2024
Q3 		$2K Buy
91
+12
+15% +$271 ﹤0.01% 4427
2024
Q2 		$2K Buy
79
+26
+49% +$484 ﹤0.01% 4236
2024
Q1 		$1K Hold
53
– – ﹤0.01% 4165
2023
Q4 		$1K Sell
53
-7
-12% -$136 ﹤0.01% 3979
2023
Q3 		$1K Buy
+60
New +$1.13K ﹤0.01% 4019

Other funds holding MLNK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MLNK Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of MeridianLink (MLNK) in Q4 2025, closing a stake of 689 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in MLNK in Q3 2023 and held it in 9 quarters. The position peaked at $14K in Q3 2025. 1 fund tracked by Wall St. Rank holds MLNK as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining MeridianLink position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 689 MeridianLink shares in Q4 2025, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in MeridianLink in Q3 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s MeridianLink position peaked at $14K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held MeridianLink as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.