Position in CW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,919
+$30,022 QoQ
Shares Held
54
+237.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#844
of 944 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,160,850 across 23 Aerospace & Defense names. CW ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,868 | $354,415 | |
| 2 | BA |
Boeing Co
|
1,249 | $270,371 | |
| 3 | GE |
General Electric Co
|
264 | $98,664 | |
| 4 | LMT |
Lockheed Martin Corp
|
193 | $98,325 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
236 | $63,450 | |
| 6 | GD |
General Dynamics Corp
|
146 | $51,719 | |
| 7 | CW |
Curtiss Wright Corp
This page
|
54 | $40,919 | |
| 8 | WWD |
Woodward, Inc.
|
91 | $38,715 |
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,919 | 54 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $10,897 | 16 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,371 | 17 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,601 | 14 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||