KINGSWOOD WEALTH ADVISORS, LLC
Position in CRS — Carpenter Technology Corp
CIK 1987855
SAN DIEGO, CA
Position in CRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$271,409
New position
Shares Held
440
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#679
of 873 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Metal Fabrication
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $271,409 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
|
440 | $271,409 |
All Filings in CRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,409 | 440 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||