Position in CCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,857
-$197 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#964
of 1,013 holders
Holding Since
Sep 2025
3 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, 2026United Financial Planning Group LLC holds $6,841 across 2 Travel Services names. CCL ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCOM |
Trip.com Group Ltd
|
100 | $3,984 | |
| 2 | CCL |
Carnival Corp Ltd.
This page
|
100 | $2,857 |
All Filings in CCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,857 | 100 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,054 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,891 | 100 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||