OneDigital Investment Advisors LLC
Position in CRS — Carpenter Technology Corp
CIK 1690370
OVERLAND PARK, KS
Position in CRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$685,309
+$289,253 QoQ
Shares Held
1,111
-31.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#527
of 873 holders
Holding Since
Sep 2024
6 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, 2026OneDigital Investment Advisors LLC holds $1,294,361 across 3 Metal Fabrication names. CRS ranks #1 (52.9% of the industry book) .
All Filings in CRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,309 | 1,111 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $396,056 | 1,613 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $462,936 | 1,675 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $317,246 | 1,751 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $207,555 | 1,223 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $292,988 | 1,836 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||