Position in CW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,412,193
+$684,989 QoQ
Shares Held
4,503
+12.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#315
of 944 holders
Holding Since
Jun 2025
5 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, 2026PEAK FINANCIAL ADVISORS LLC holds $3,412,193 across 1 Aerospace & Defense name. CW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
This page
|
4,503 | $3,412,193 |
All Filings in CW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,412,193 | 4,503 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,727,204 | 4,004 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,211,143 | 4,011 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $779,118 | 1,435 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $507,603 | 1,039 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||