Position in CCL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,737
-$9,420 QoQ
Shares Held
724
-21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $137,963 across 5 Travel Services names.
All Filings in CCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,737 | 724 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,157 | 922 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,318 | 772 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,708 | 772 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $24,607 | 1,260 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||