Position in CW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$520,581
New position
Shares Held
687
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#592
of 944 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $3,906,301 across 9 Aerospace & Defense names. CW ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
480,692 | $817,176 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
2,257 | $606,817 | |
| 3 | CW |
Curtiss Wright Corp
This page
|
687 | $520,581 | |
| 4 | RTX |
RTX Corp
|
2,701 | $512,460 | |
| 5 | LMT |
Lockheed Martin Corp
|
945 | $481,439 | |
| 6 | GE |
General Electric Co
|
1,169 | $436,890 | |
| 7 | WWD |
Woodward, Inc.
|
4,312 | $320,532 | |
| 8 | TXT |
Textron Inc
|
1,574 | $144,383 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,581 | 687 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||