Carson Wealth (CWM LLC)
PBPB

Carson Wealth (CWM LLC)’s Potbelly PBPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,130
Closed -$70K – 5567
2025
Q3 		$70K Buy
4,130
+2,857
+224% +$38.7K ﹤0.01% 3248
2025
Q2 		$16K Buy
1,273
+603
+90% +$5.93K ﹤0.01% 4049
2025
Q1 		$6K Buy
670
+294
+78% +$3.25K ﹤0.01% 4392
2024
Q4 		$4K Sell
376
-71
-16% -$645 ﹤0.01% 4345
2024
Q3 		$4K Buy
447
+415
+1,297% +$3.17K ﹤0.01% 4203
2024
Q2 		$0 Buy
32
+28
+700% +$259 ﹤0.01% 4850
2024
Q1 		$0 Buy
+4
New +$50 ﹤0.01% 4633

Other funds holding PBPB

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

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

Carson Wealth (CWM LLC) sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 4,130 shares — an estimated $70K sold.

Carson Wealth (CWM LLC) first reported a position in PBPB in Q1 2024 and held it in 7 quarters. The position peaked at $70K in Q3 2025. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,130 Potbelly shares in Q4 2025, an estimated $70K.
  • Carson Wealth (CWM LLC) first reported a position in Potbelly in Q1 2024 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Potbelly position peaked at $70K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.

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