Position in CW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$997,212
+$100,859 QoQ
Shares Held
1,316
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#462
of 944 holders
Holding Since
Dec 2022
13 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, 2026Olde Wealth Management, LLC holds $1,998,125 across 3 Aerospace & Defense names. CW ranks #1 (49.9% of the industry book) .
All Filings in CW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,212 | 1,316 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $896,353 | 1,316 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $725,471 | 1,316 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $714,509 | 1,316 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $417,527 | 1,316 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $467,008 | 1,316 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $432,556 | 1,316 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $356,609 | 1,316 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $293,191 | 1,316 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $257,449 | 1,316 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $241,696 | 1,316 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $231,958 | 1,316 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $219,758 | 1,316 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||