Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

CRS holding history

Carpenter Technology Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRS overview All 13F holders of CRS Full Q2 2026 holdings

Shares (Q2 2026): 1,502
Value: $926.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CRS by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,502	$926.5K	<0.1%	+21+1.4%	Added	Holders
Q1 2026	1,481	$583.7K	<0.1%	+1,481	New	Holders
Q3 2025	0	$0	0.0%	−1,855−100.0%	Sold out	Holders
Q2 2025	1,855	$512.7K	<0.1%	+1,855	New	Holders