Integrated Wealth Concepts LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1737109 WALTHAM, MA

Position in CP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,574,343

+$446,752 QoQ

Shares Held

18,169

+26.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#381

of 949 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $16,715,631 across 10 Railroads names. CP ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	31,493	$8,566,096
2	CSX	Csx Corp	61,043	$2,901,373
3	WAB	Westinghouse Air Brake Technologies Corp	6,892	$1,858,083
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	18,169	$1,574,343
5	NSC	Norfolk Southern Corp	4,144	$1,303,660
6	CNI	Canadian National Railway Co	4,043	$482,087
7	GBX	Greenbrier Companies Inc	408	$19,996
8	TRN	Trinity Industries Inc	223	$7,711

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,574,343	18,169	+26.7%	Shares	Sole	2026-08-12
2026-03-31	$1,127,591	14,335	+3.7%	Shares	Other	2026-05-15
2025-09-30	$1,029,749	13,824	+18.5%	Shares	Other	2025-11-14
2025-06-30	$924,763	11,666	+0.1%	Shares	Other	2025-08-14
2025-03-31	$818,508	11,658	-3.3%	Shares	Other	2025-05-15
2024-12-31	$872,854	12,061	-1.5%	Shares	Other	2025-02-14
2024-09-30	$1,047,522	12,246	-8.5%	Shares	Other	2024-11-14
2024-06-30	$1,054,037	13,388	-6.4%	Shares	Other	2024-08-14
2024-03-31	$1,261,712	14,310	+0.6%	Shares	Other	2024-05-15
2023-12-31	$1,124,944	14,229	-4.1%	Shares	Other	2024-02-13
2023-09-30	$1,104,318	14,841	+6.0%	Shares	Other	2023-11-15
2023-06-30	$1,130,860	14,001	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.