Position in CR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,127,418
+$597,823 QoQ
Shares Held
9,537
+6.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#211
of 595 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in CR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $5,439,007 across 5 Specialty Industrial Machinery names. CR ranks #1 (39.1% of the industry book) .
All Filings in CR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,127,418 | 9,537 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,529,595 | 8,945 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,664,480 | 9,025 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,992,026 | 10,818 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,172,531 | 11,441 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,747,017 | 11,405 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,446,936 | 9,535 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,002,703 | 6,335 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $558,607 | 3,853 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $257,692 | 1,907 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||