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Avior Wealth Management, LLC

Position in CRS — Carpenter Technology Corp

CIK 1599868 OMAHA, NE

Position in CRS

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$832,117
+$827,705 QoQ
Shares Held
1,349
+5088.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#33
of 94 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in CRS Over Time

Shares Held

Position Value (USD)

Position in Metal Fabrication

Industrials · as of Jun 30, 2026

Avior Wealth Management, LLC holds $1,113,778 across 2 Metal Fabrication names. CRS ranks #1 (74.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRS
Carpenter Technology Corp
This page
1,349 $832,117

All Filings in CRS

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $832,117 1,349
2024-12-31 $4,412 26
2024-09-30 $3,989 25
2024-03-31 $4,642 65