Position in CW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$227,328
+$22,992 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#767
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, 2026Aureum Wealth Management, LLC holds $227,328 across 1 Aerospace & Defense name. CW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
This page
|
300 | $227,328 |
All Filings in CW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,328 | 300 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $204,336 | 300 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||