Private Wealth Management Group, LLC
Position in CRS — Carpenter Technology Corp
CIK 2011342
PRINCETON, NJ
Position in CRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,823
+$8,240 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#803
of 873 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $54,378 across 6 Metal Fabrication names. CRS ranks #1 (42.0% of the industry book) .
All Filings in CRS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,823 | 37 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,583 | 37 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,649 | 37 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,084 | 37 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,226 | 37 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,703 | 37 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,279 | 37 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,904 | 37 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,177 | 29 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,071 | 29 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,486 | 21 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||