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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

CRS holding history

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

CRS overviewAll 13F holders of CRSFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$1.85K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2023
Holdings of CRS by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$1.85K<0.1%00.0%UnchangedHolders
Q1 20263$1.18K<0.1%+3NewHolders
Q4 20240$00.0%−4−100.0%Sold outHolders
Q3 20244$639<0.1%+2+100.0%AddedHolders
Q2 20242$220<0.1%−3−60.0%ReducedHolders
Q1 20245$358<0.1%00.0%UnchangedHolders
Q4 20235$354<0.1%00.0%UnchangedHolders
Q3 20235$337<0.1%00.0%UnchangedHolders
Q2 20235$281<0.1%+5NewHolders