Position in CRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,263
+$16,702 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#780
of 873 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $48,173 across 2 Metal Fabrication names. CRS ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
75 | $46,263 | |
| 2 | TG |
Tredegar Corp
|
240 | $1,910 |
All Filings in CRS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,263 | 75 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,561 | 75 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,613 | 75 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,415 | 75 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,728 | 75 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||