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DIVERSIFY WEALTH MANAGEMENT, LLC → CRS
DIVERSIFY WEALTH MANAGEMENT, LLC CRS Position History
Carpenter Technology Corporation • Basic Materials
Quarters held
3
Latest value
$2.6M
Q3 2026
Peak value
$4.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.2M |
| Q2 2026 | $4.7M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 6.8K | — | — |
| Q2 2026 | $4.7M | 8.1K | — | — |
| Q1 2026 | $2.2M | 5.3K | — | — |
Other funds holding CRS
$1.3B
$1.3B
$1.2B
$1.2B
$891.3M
$886.6M
$791.8M