Position in CCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,827
+$10,355 QoQ
Shares Held
694
+89.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#798
of 1,013 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $100,874 across 5 Travel Services names. CCL ranks #3 (19.7% of the industry book) .
All Filings in CCL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,827 | 694 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,472 | 366 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,321 | 207 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,278 | 148 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,543 | 126 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,945 | 202 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,033 | 202 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,940 | 105 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,289 | 336 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $947 | 58 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||