Carson Wealth (CWM LLC)
SMLR

Carson Wealth (CWM LLC)’s Semler Scientific SMLR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed – – 5783
2025
Q4 		$0 Sell
1
-98
-99% -$2.22K ﹤0.01% 5613
2025
Q3 		$3K Sell
99
-51
-34% -$1.75K ﹤0.01% 4939
2025
Q2 		$6K Sell
150
-16
-10% -$570 ﹤0.01% 4567
2025
Q1 		$6K Buy
166
+7
+4% +$328 ﹤0.01% 4406
2024
Q4 		$9K Buy
159
+5
+3% +$230 ﹤0.01% 3950
2024
Q3 		$4K Sell
154
-743
-83% -$21.3K ﹤0.01% 4212
2024
Q2 		$31K Buy
897
+744
+486% +$21.4K ﹤0.01% 2820
2024
Q1 		$4K Buy
+153
New +$6.39K ﹤0.01% 3789
2022
Q4 		– Sell
-10
Closed – – 4232
2022
Q3 		$0 Hold
10
– – ﹤0.01% 4163
2022
Q2 		$0 Buy
+10
New +$358 ﹤0.01% 4072

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

Carson Wealth (CWM LLC) sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in SMLR in Q2 2022 and held it in 10 quarters. The position peaked at $31K in Q2 2024. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Semler Scientific share in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Semler Scientific in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Semler Scientific position peaked at $31K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

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