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Columbus McKinnon shares owned by True Wealth Design

Quarter-by-quarter ownership of Columbus McKinnon (CMCO) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Columbus McKinnon

Tip: Access up to 7 years of quarterly data

All positions including Columbus McKinnon held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbus McKinnon by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 974 14.34
2025-06-30 $14k 882 15.27
2025-03-31 $1.2k 70 16.94

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Columbus McKinnon

BlackRock
Vanguard Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Millennium Management
Hotchkis and Wiley Capital Management
Segall Bryant & Hamill
Mirae Asset Global Etfs Holdings
Marshall Wace
Geode Capital Management
Stanley Capital Management
AQR Capital Management
State Street Corporation
Assenagon Asset Management

View all funds holding Columbus McKinnon