Position in CRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$222,062
+$220,967 QoQ
Shares Held
360
+3500.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#716
of 873 holders
Holding Since
Sep 2023
4 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, 2026VALLEY NATIONAL ADVISERS INC holds $222,062 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
|
360 | $222,062 |
All Filings in CRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,062 | 360 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $1,095 | 10 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $1 | 20 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,008 | 15 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||