Position in CCL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,903
-$318,447 QoQ
Shares Held
7,522
-56.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#663
of 1,013 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $1,098,260 across 3 Travel Services names. CCL ranks #3 (19.6% of the industry book) .
All Filings in CCL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,903 | 7,522 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $533,350 | 17,464 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $494,534 | 17,106 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $6,233 | 333 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||