Position in CW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$606,208
+$61,312 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#561
of 944 holders
Holding Since
Mar 2024
10 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, 2026WEALTHSPAN PARTNERS, LLC holds $2,516,326 across 4 Aerospace & Defense names. CW ranks #3 (24.1% of the industry book) .
All Filings in CW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,208 | 800 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $544,896 | 800 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $441,016 | 800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $434,352 | 800 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $390,840 | 800 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $253,816 | 800 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $283,896 | 800 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $262,952 | 800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $216,784 | 800 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $204,752 | 800 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||