Perigon Wealth Management, LLC
Position in CRS — Carpenter Technology Corp
CIK 1575239
SAN FRANCISCO, CA
Position in CRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$617,456
+$323,421 QoQ
Shares Held
1,001
+34.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#542
of 873 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,413,815 across 3 Metal Fabrication names. CRS ranks #1 (43.7% of the industry book) .
All Filings in CRS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,456 | 1,001 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $294,035 | 746 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $219,128 | 696 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||