JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in CW — Curtiss Wright Corp

CIK 2122180 AMMON, ID

Back to CW Full portfolio

Position in CW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$294,010

+$8,622 QoQ

Shares Held

388

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#702

of 944 holders

Holding Since

Dec 2025

3 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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $4,181,830 across 5 Aerospace & Defense names. CW ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	9,993	$2,163,184
2	RTX	RTX Corp	5,556	$1,054,139
3	LMT	Lockheed Martin Corp	829	$422,342
4	CW	Curtiss Wright Corp This page	388	$294,010
5	GE	General Electric Co	664	$248,155

All Filings in CW

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,010	388	-7.4%	Shares	Sole	2026-07-24
2026-03-31	$285,388	419	-67.7%	Shares	Other	2026-05-15
2025-12-31	$714,445	1,296	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.