Heritage Wealth Management, Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1944755
CINCINNATI, OH
Position in CP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$469,989
+$48,923 QoQ
Shares Held
5,424
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#580
of 963 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $4,237,699 across 4 Railroads names. CP ranks #4 (11.1% of the industry book) .
All Filings in CP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,989 | 5,424 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,066 | 5,353 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $394,141 | 5,353 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $430,403 | 5,778 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $480,851 | 6,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $466,475 | 6,644 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $543,353 | 7,508 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $642,234 | 7,508 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $600,158 | 7,623 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||