Position in CW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$420,556
-$251,028 QoQ
Shares Held
555
-43.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#628
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, 2026BCS Private Wealth Management, Inc. holds $3,212,245 across 6 Aerospace & Defense names. CW ranks #5 (13.1% of the industry book) .
All Filings in CW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,556 | 555 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $671,584 | 986 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $543,552 | 986 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $535,338 | 986 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $573,069 | 1,173 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||