Carson Wealth (CWM LLC)
SQFTW icon

Carson Wealth (CWM LLC)’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102 Hold
5,124
– – ﹤0.01% 5577
2025
Q4 		$0 Hold
5,124
– – ﹤0.01% 5625
2025
Q3 		$0 Hold
5,124
– – ﹤0.01% 5526
2025
Q2 		$0 Hold
5,124
– – ﹤0.01% 5296
2025
Q1 		$0 Hold
5,124
– – ﹤0.01% 5193
2024
Q4 		$0 Hold
5,124
– – ﹤0.01% 5149
2024
Q3 		$0 Hold
5,124
– – ﹤0.01% 5133
2024
Q2 		$0 Hold
5,124
– – ﹤0.01% 4919
2024
Q1 		$0 Hold
5,124
– – ﹤0.01% 4723
2023
Q4 		$0 Hold
5,124
– – ﹤0.01% 4497
2023
Q3 		$0 Hold
5,124
– – ﹤0.01% 4512
2023
Q2 		$0 Buy
+5,124
New +$190 ﹤0.01% 4445

Other funds holding SQFTW

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KF
Ketron Financial Novato, California $279M AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
TC
T3 Companies New York $76.8M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Presidio Property Trust Inc Series A Warrants (SQFTW) position steady in Q1 2026 at 5,124 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #5577.

Carson Wealth (CWM LLC) first reported a position in SQFTW in Q2 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold SQFTW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,124 shares of Presidio Property Trust Inc Series A Warrants worth $102 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Presidio Property Trust Inc Series A Warrants share count unchanged in Q1 2026.
  • Presidio Property Trust Inc Series A Warrants made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5577 holding.
  • Carson Wealth (CWM LLC) first reported a position in Presidio Property Trust Inc Series A Warrants in Q2 2023 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q1 2026.

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