WEALTH ALLIANCE, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1793904 MELLVILLE, NY

Position in CP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$538,356

+$48,855 QoQ

Shares Held

6,213

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#562

of 965 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,335,551 across 3 Railroads names. CP ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	3,661	$995,792
2	CSX	Csx Corp	16,861	$801,403
3	CP	Canadian Pacific Kansas City Ltd/Cn This page	6,213	$538,356

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,356	6,213	-0.2%	Shares	Defined	2026-08-11
2026-03-31	$489,501	6,223	+0.1%	Shares	Defined	2026-05-14
2025-12-31	$457,831	6,218	-1.1%	Shares	Defined	2026-02-13
2025-09-30	$468,318	6,287	-2.3%	Shares	Defined	2025-11-07
2025-06-30	$509,864	6,432	-9.4%	Shares	Defined	2025-08-08
2025-03-31	$498,280	7,097	-41.5%	Shares	Defined	2025-05-05
2024-12-31	$877,920	12,131	-8.8%	Shares	Defined	2025-02-03
2024-09-30	$1,138,280	13,307	+3.6%	Shares	Defined	2024-11-04
2024-06-30	$1,011,286	12,845	-1.8%	Shares	Defined	2024-08-09
2024-03-31	$1,152,999	13,077	+10.8%	Shares	Defined	2024-05-10
2023-12-31	$933,461	11,807	+2.3%	Shares	Defined	2024-01-30
2023-09-30	$858,542	11,538	-0.4%	Shares	Defined	2023-11-09
2023-06-30	$936,124	11,590	—	Shares	Defined	2023-08-02
No filing history on record for this holder in this stock.