Position in CCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$236,159
+$119,447 QoQ
Shares Held
8,266
-50.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#644
of 1,013 holders
Holding Since
Sep 2020
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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,342,163 across 3 Travel Services names. CCL ranks #3 (17.6% 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 | $236,159 | 8,266 | Shares | Sole | 2026-08-04 | |
| 2022-09-30 | $116,712 | 16,602 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $117,380 | 13,570 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $406,098 | 20,084 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $416,987 | 20,725 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $463,560 | 18,535 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $432,699 | 16,415 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $449,189 | 16,925 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $356,523 | 16,460 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $94,799 | 6,245 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||