Opal Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1844201
JERICHO, NY
Position in CP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$103,123
-$21,568 QoQ
Shares Held
1,311
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
All Filings in CP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,123 | 1,311 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $124,691 | 1,573 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $114,372 | 1,629 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $170,450 | 2,165 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $227,302 | 2,578 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $290,545 | 3,675 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $277,400 | 3,728 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $263,956 | 3,268 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||