CDM FINANCIAL COUNSELING SERVICES, INC. CW β€” CURTISS WRIGHT CORP

Ownership history in CDM FINANCIAL COUNSELING SERVICES, INC.  Β·  1 quarter on record

AI Ownership Summary

CDM FINANCIAL COUNSELING SERVICES, INC. reported CURTISS WRIGHT CORP (CW) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows CW at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CDM FINANCIAL COUNSELING SERVICES, INC.'s position in CURTISS WRIGHT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CW was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CDM FINANCIAL COUNSELING SERVICES, INC. held CW β€” position size vs. price
% of Fund (quarterly)    CW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 350 β€” β€” 0.23% $238K 2026-04-14 $742.61

FAQ About CDM FINANCIAL COUNSELING SERVICES, INC. and CW

These are the practical questions this page is built to answer before you even open the full history table.

How long has CDM FINANCIAL COUNSELING SERVICES, INC. reported owning CW?

CDM FINANCIAL COUNSELING SERVICES, INC. reported CW across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CW position in CDM FINANCIAL COUNSELING SERVICES, INC.'s portfolio?

The largest reported portfolio weight for CW was 0.23% in 2026 Q1.

What is the latest reported CW position on this page?

The most recent filing on this page is 2026 Q1, when CDM FINANCIAL COUNSELING SERVICES, INC. reported 350 shares, equal to 0.23% of portfolio, with an estimated market value of $238K.

What does the chart on this CW ownership page compare?

The chart compares CDM FINANCIAL COUNSELING SERVICES, INC.'s quarterly CW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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