Carson Wealth (CWM LLC)
THRD

Carson Wealth (CWM LLC)’s Third Harmonic Bio THRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio THRD Stock Details THRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,897
Closed -$27K – 5541
2025
Q2 		$27K Buy
4,897
+4,481
+1,077% +$22.3K ﹤0.01% 3718
2025
Q1 		$1K Buy
416
+367
+749% +$1.78K ﹤0.01% 4992
2024
Q4 		$1K Sell
49
-34
-41% -$424 ﹤0.01% 4815
2024
Q3 		$1K Buy
83
+37
+80% +$458 ﹤0.01% 4722
2024
Q2 		$1K Sell
46
-1
-2% -$12 ﹤0.01% 4494
2024
Q1 		$0 Buy
47
+3
+7% +$29 ﹤0.01% 4741
2023
Q4 		$0 Hold
44
– – ﹤0.01% 4512
2023
Q3 		$0 Hold
44
– – ﹤0.01% 4526
2023
Q2 		$0 Buy
+44
New +$210 ﹤0.01% 4455

Other funds holding THRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AB
Amalgamated Bank New York $13.1B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s THRD Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Third Harmonic Bio (THRD) in Q3 2025, closing a stake of 4,897 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in THRD in Q2 2023 and held it in 9 quarters. The position peaked at $27K in Q2 2025. 18 funds tracked by Wall St. Rank hold THRD as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Third Harmonic Bio position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,897 Third Harmonic Bio shares in Q3 2025, an estimated $27K.
  • Carson Wealth (CWM LLC) first reported a position in Third Harmonic Bio in Q2 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Third Harmonic Bio position peaked at $27K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Third Harmonic Bio as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.