Back to CW

Aletheian Wealth Advisors LLC → CW

Aletheian Wealth Advisors LLC CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q1 2026$2.8M
Q2 2026$3.6M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M35.6K——
Q2 2026$3.6M33.3K——
Q1 2026$2.8M30.4K——
Q3 2025$3M33.6K——

Other funds holding CW

Other Aletheian Wealth Advisors LLC positions

ETHA

ISHARES TR

$29.3M
VGES

VANGUARD BD INDEX FDS

$28.1M
ETHA

ISHARES TR

$27.2M
ETHA

ISHARES TR

$26.1M
VGES

VANGUARD BD INDEX FDS

$26.1M
VGES

VANGUARD TAX-MANAGED FDS

$25.4M
VGES

VANGUARD BD INDEX FDS

$25M
VGES

VANGUARD TAX-MANAGED FDS

$24.6M