Position in CRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,719
+$10,712 QoQ
Shares Held
19
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#816
of 873 holders
Holding Since
Dec 2020
7 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, 2026Concord Wealth Partners holds $11,719 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
19 | $11,719 |
All Filings in CRS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,719 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,007 | 24 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,576 | 54 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $720 | 22 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,354 | 158 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,316 | 32 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,368 | 47 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||