Position in CCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$680,223
+$121,526 QoQ
Shares Held
23,809
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#454
of 1,014 holders
Holding Since
Dec 2024
4 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,259,080 across 2 Travel Services names. CCL ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCL |
Carnival Corp Ltd.
This page
|
23,809 | $680,223 | |
| 2 | RCL |
Royal Caribbean Cruises Ltd
|
1,823 | $578,857 |
All Filings in CCL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,223 | 23,809 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $558,697 | 21,588 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $614,189 | 20,111 | Shares | Sole | 2026-01-21 | |
| 2024-12-31 | $33,666 | 1,351 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||