Position in CRS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$434,872
+$206,223 QoQ
Shares Held
705
-44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#595
of 873 holders
Holding Since
Dec 2024
3 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, 2026Optivise Advisory Services LLC holds $434,872 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
|
705 | $434,872 |
All Filings in CRS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,872 | 705 | Shares | Sole | 2026-07-13 | |
| 2025-03-31 | $228,649 | 1,262 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $225,374 | 1,328 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||