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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → CRS
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CRS Position History
Carpenter Technology Corporation • Basic Materials
Quarters held
3
Latest value
$3.4M
Q3 2026
Peak value
$4.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.9M |
| Q2 2026 | $4.7M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 8.7K | — | — |
| Q2 2026 | $4.7M | 7.6K | — | — |
| Q1 2026 | $2.9M | 7.3K | — | — |
Other funds holding CRS
$1.3B
$1.3B
$1.2B
$1.2B
$891.3M
$886.6M
$791.8M