LEVEL FOUR ADVISORY SERVICES, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1696715
DALLAS, TX
Position in CP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,427,125
+$86,287 QoQ
Shares Held
16,470
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#403
of 962 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $9,936,313 across 4 Railroads names. CP ranks #2 (14.4% of the industry book) .
All Filings in CP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,125 | 16,470 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,340,838 | 17,046 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $577,627 | 7,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,075,412 | 14,437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,065,785 | 13,445 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $795,409 | 11,329 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,173 | 5,419 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $942,992 | 11,024 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||