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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

CW holding history

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

CW overviewAll 13F holders of CWFull Q2 2025 holdings

Shares (Q2 2025)
624
Value
$304.9K
% of portfolio
0.2%
Quarters held
2
Since Q4 2024
Holdings of CW by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025624$304.9K0.2%+624NewHolders
Q1 20250$00.0%−624−100.0%Sold outHolders
Q4 2024624$221.4K0.2%–No prior filingHolders