Position in CSW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$27,830
+$1,772 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 352 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $281,783 across 6 Specialty Industrial Machinery names. CSW ranks #3 (9.9% of the industry book) .
All Filings in CSW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,830 | 100 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $26,058 | 100 | Shares | Defined | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||