DIVERSIFY WEALTH MANAGEMENT, LLC

Position in CRS — Carpenter Technology Corp

CIK 2030780 SANDY, UT

Position in CRS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$5,011,825

+$2,926,378 QoQ

Shares Held

8,125

+53.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#246

of 873 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,008,042 across 4 Metal Fabrication names. CRS ranks #1 (83.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	8,125	$5,011,825
2	MLI	Mueller Industries Inc	6,742	$414,397
3	ATI	Ati Inc	2,014	$396,959
4	TPCS	Techprecision Corp	35,279	$184,861

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,011,825	8,125	+53.6%	Shares	Sole	2026-07-30
2026-03-31	$2,085,447	5,291	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.