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waypoint wealth counsel

Position in CW — Curtiss Wright Corp

CIK 1807909 ATLANTA, GA

Position in CW

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$240,435
+$28,748 QoQ
Shares Held
353
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CW Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

waypoint wealth counsel holds $853,871 across 3 Aerospace & Defense names.

# Ticker Company Shares Value (USD) Open

All Filings in CW

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $240,435 353
2025-12-31 $211,687 384