Position in CCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,682
-$303 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Bernard Wealth Management Corp. holds $37,620 across 3 Travel Services names. CCL ranks #3 (4.5% of the industry book) .
All Filings in CCL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,682 | 65 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,985 | 65 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,879 | 65 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,827 | 65 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,269 | 65 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,619 | 65 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||