Wealthcare Advisory Partners LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1683059
WEST CHESTER, PA
Position in CP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$861,127
-$54,239 QoQ
Shares Held
9,938
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#484
of 965 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $4,500,468 across 5 Railroads names. CP ranks #4 (19.1% of the industry book) .
All Filings in CP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,127 | 9,938 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $915,366 | 11,637 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $895,046 | 12,156 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $887,250 | 11,911 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $964,795 | 12,171 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $880,363 | 12,539 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,768,288 | 24,434 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,080,332 | 24,320 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,919,358 | 24,379 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,197,284 | 24,921 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $429,453 | 5,432 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $488,278 | 6,562 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $539,785 | 6,683 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||