Carson Wealth (CWM LLC)
RBKB icon

Carson Wealth (CWM LLC)’s Rhinebeck Bancorp RBKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RBKB Stock Details RBKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278 Hold
18
– – ﹤0.01% 5503
2025
Q4 		$0 Sell
18
-19
-51% -$209 ﹤0.01% 5591
2025
Q3 		$0 Buy
+37
New +$465 ﹤0.01% 5492

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

Carson Wealth (CWM LLC) held its Rhinebeck Bancorp (RBKB) position steady in Q1 2026 at 18 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #5503.

Carson Wealth (CWM LLC) first reported a position in RBKB in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold RBKB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18 shares of Rhinebeck Bancorp worth $278 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Rhinebeck Bancorp share count unchanged in Q1 2026.
  • Rhinebeck Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5503 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rhinebeck Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q1 2026.

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