Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Presidio Property Trust SQFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23K Hold
529
– – ﹤0.01% 5368
2025
Q4 		$2K Hold
529
– – ﹤0.01% 5136
2025
Q3 		$3K Hold
529
– – ﹤0.01% 4943
2025
Q2 		$3K Hold
529
– – ﹤0.01% 4814
2025
Q1 		$3K Hold
529
– – ﹤0.01% 4683
2024
Q4 		$4K Hold
529
– – ﹤0.01% 4358
2024
Q3 		$4K Hold
529
– – ﹤0.01% 4215
2024
Q2 		$4K Hold
529
– – ﹤0.01% 4005
2024
Q1 		$6K Hold
529
– – ﹤0.01% 3606
2023
Q4 		$5K Buy
529
+17
+3% +$139 ﹤0.01% 3545
2023
Q3 		$4K Hold
512
– – ﹤0.01% 3600
2023
Q2 		$5K Buy
+512
New +$4.69K ﹤0.01% 3467
2022
Q1 		– Sell
-163
Closed -$6K – 3853
2021
Q4 		$6K Buy
+163
New +$6.23K ﹤0.01% 2666

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Presidio Property Trust (SQFT) position steady in Q1 2026 at 529 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #5368.

Carson Wealth (CWM LLC) first reported a position in SQFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $6K in Q1 2024. 10 funds tracked by Wall St. Rank hold SQFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 529 shares of Presidio Property Trust worth $1.23K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Presidio Property Trust share count unchanged in Q1 2026.
  • Presidio Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5368 holding.
  • Carson Wealth (CWM LLC) first reported a position in Presidio Property Trust in Q4 2021 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Presidio Property Trust position peaked at $6K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2026.

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