Position in CCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,885
+$177 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#983
of 1,014 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $81,530 across 3 Travel Services names. CCL ranks #3 (2.3% of the industry book) .
All Filings in CCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885 | 66 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,708 | 66 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,015 | 66 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,908 | 66 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,855 | 66 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,288 | 66 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,644 | 66 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $1,854 | 100 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,372 | 100 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,883 | 100 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,015 | 100 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $806 | 100 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $703 | 100 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $865 | 100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,022 | 100 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,012 | 100 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $2,501 | 100 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,636 | 100 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||