Position in CRS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,409,479
+$517,518 QoQ
Shares Held
2,285
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#408
of 873 holders
Holding Since
Sep 2025
4 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, 2026Alta Wealth Advisors LLC holds $1,409,479 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
|
2,285 | $1,409,479 |
All Filings in CRS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409,479 | 2,285 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $891,961 | 2,263 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $450,536 | 1,431 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $351,367 | 1,431 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||