Position in CW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,334
+$25,522 QoQ
Shares Held
333
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#738
of 944 holders
Holding Since
Mar 2026
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, 2026Waterford Advisors, LLC holds $3,146,665 across 2 Aerospace & Defense names. CW ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
15,255 | $2,894,331 | |
| 2 | CW |
Curtiss Wright Corp
This page
|
333 | $252,334 |
All Filings in CW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,334 | 333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,812 | 333 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||