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Independent Advisor Alliance

Position in CRS — Carpenter Technology Corp

CIK 1696899 CHARLOTTE, NC

Position in CRS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$432,404
+$155,712 QoQ
Shares Held
701
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 873 holders
Holding Since
Mar 2025
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, 2026

Independent Advisor Alliance holds $803,774 across 2 Metal Fabrication names. CRS ranks #1 (53.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRS
Carpenter Technology Corp
This page
701 $432,404

All Filings in CRS

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $432,404 701
2026-03-31 $276,692 702
2025-12-31 $3,182,087 10,107
2025-09-30 $1,638,733 6,674
2025-06-30 $1,832,675 6,631
2025-03-31 $352,575 1,946