Position in CCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,571
+$807 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#859
of 1,013 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $174,173 across 3 Travel Services names. CCL ranks #3 (4.9% of the industry book) .
All Filings in CCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,571 | 300 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,764 | 300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,162 | 300 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,673 | 300 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,436 | 300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,859 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $5,544 | 300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,616 | 300 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,902 | 300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,562 | 300 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||