Greenline Wealth Management LLC
Position in CRS — Carpenter Technology Corp
CIK 2111541
BOCA RATON, FL
Position in CRS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$273,876
+$178,165 QoQ
Shares Held
444
+46.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#677
of 873 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Greenline Wealth Management LLC holds $495,416 across 2 Metal Fabrication names. CRS ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
444 | $273,876 | |
| 2 | ATI |
Ati Inc
|
1,124 | $221,540 |
All Filings in CRS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,876 | 444 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $95,711 | 304 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||