CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1845849
SAN JUAN, PR
Position in CP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,058
+$4,155 QoQ
Shares Held
520
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#839
of 962 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $122,704 across 3 Railroads names. CP ranks #2 (36.7% of the industry book) .
All Filings in CP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,058 | 520 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,903 | 520 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,287 | 520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,734 | 520 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,220 | 520 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,509 | 520 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,632 | 520 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||