Independent Solutions Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1818391
Williamsville, NY
Position in CP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$873,345
+$77,857 QoQ
Shares Held
10,079
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#479
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, 2026Independent Solutions Wealth Management, LLC holds $1,683,436 across 3 Railroads names. CP ranks #1 (51.9% 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 | $873,345 | 10,079 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $795,488 | 10,113 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $746,019 | 10,132 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $749,518 | 10,062 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $823,060 | 10,383 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $754,687 | 10,749 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $785,214 | 10,850 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $928,109 | 10,850 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $864,140 | 10,976 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $981,243 | 11,129 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $897,093 | 11,347 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $845,520 | 11,363 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $993,874 | 12,305 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||