Position in CW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$629,698
+$36,443 QoQ
Shares Held
831
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#550
of 944 holders
Holding Since
Dec 2024
7 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, 2026Morey & Quinn Wealth Partners, LLC holds $6,996,227 across 3 Aerospace & Defense names. CW ranks #2 (9.0% of the industry book) .
All Filings in CW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,698 | 831 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $593,255 | 871 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $480,156 | 871 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $472,900 | 871 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $425,527 | 871 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $276,342 | 871 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $309,091 | 871 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||