Position in CCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,085
-$7,563 QoQ
Shares Held
248
-56.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#874
of 1,014 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $11,490 across 3 Travel Services names. CCL ranks #1 (61.7% of the industry book) .
All Filings in CCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,085 | 248 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,648 | 566 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,870 | 94 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $43,865 | 1,560 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,631 | 389 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,133 | 206 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||