Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Timberland Bancorp TSBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.7K Buy
1,717
+58
+3% +$2.21K ﹤0.01% 3579
2025
Q4 		$59K Sell
1,659
-276
-14% -$9.32K ﹤0.01% 3483
2025
Q3 		$64K Buy
1,935
+1,457
+305% +$48.3K ﹤0.01% 3328
2025
Q2 		$15K Buy
478
+58
+14% +$1.76K ﹤0.01% 4094
2025
Q1 		$13K Buy
420
+134
+47% +$4.04K ﹤0.01% 3976
2024
Q4 		$9K Buy
286
+14
+5% +$438 ﹤0.01% 3955
2024
Q3 		$8K Buy
272
+166
+157% +$4.85K ﹤0.01% 3909
2024
Q2 		$3K Buy
106
+105
+10,500% +$2.67K ﹤0.01% 4130
2024
Q1 		$0 Buy
+1
New +$28 ﹤0.01% 4751
2022
Q4 		– Sell
-5,551
Closed -$153K – 4256
2022
Q3 		$153K Hold
5,551
– – ﹤0.01% 1157
2022
Q2 		$139K Hold
5,551
– – ﹤0.01% 1184
2022
Q1 		$150K Hold
5,551
– – ﹤0.01% 1167
2021
Q4 		$154K Buy
+5,551
New +$156K ﹤0.01% 1132
2021
Q2 		$161K Hold
5,726
– – ﹤0.01% 974
2021
Q1 		$161K Hold
5,726
– – ﹤0.01% 974
2020
Q4 		$161K Hold
5,726
– – ﹤0.01% 974
2020
Q3 		$161K Hold
5,726
– – ﹤0.01% 974
2020
Q2 		$161K Hold
5,726
– – ﹤0.01% 974
2020
Q1 		$161K Hold
5,726
– – ﹤0.01% 974
2019
Q4 		$161K Hold
5,726
– – ﹤0.01% 974
2019
Q3 		$161K Hold
5,726
– – ﹤0.01% 974
2019
Q2 		$161K Hold
5,726
– – ﹤0.01% 974
2019
Q1 		$161K Buy
+5,726
New +$161K ﹤0.01% 974

Other funds holding TSBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Timberland Bancorp (TSBK) stake by 3.5% in Q1 2026, buying an estimated $2.21K and bringing the position to 1,717 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Carson Wealth (CWM LLC) first reported a position in TSBK in Q1 2019 and has held it in 23 quarters since. The position peaked at $161K in Q2 2021. 109 funds tracked by Wall St. Rank hold TSBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,717 shares of Timberland Bancorp worth $67.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Timberland Bancorp shares in Q1 2026, an estimated $2.21K.
  • Timberland Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3579 holding.
  • Carson Wealth (CWM LLC) first reported a position in Timberland Bancorp in Q1 2019 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Timberland Bancorp position peaked at $161K in Q2 2021.
  • 109 funds tracked by Wall St. Rank held Timberland Bancorp as of Q1 2026.

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