True Wealth Design, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1966033 AKRON, OH

Position in CP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,498

+$520 QoQ

Shares Held

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#921

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $416,611 across 8 Railroads names. CP ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	440	$138,419
2	WAB	Westinghouse Air Brake Technologies Corp	488	$131,564
3	UNP	Union Pacific Corp	194	$52,768
4	CSX	Csx Corp	1,081	$51,379
5	CNI	Canadian National Railway Co	280	$33,387
6	CP	Canadian Pacific Kansas City Ltd/Cn This page	75	$6,498
7	TRN	Trinity Industries Inc	68	$2,351
8	GBX	Greenbrier Companies Inc	5	$245

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,498	75	-1.3%	Shares	Sole	2026-07-16
2026-03-31	$5,978	76	+8.6%	Shares	Sole	2026-04-13
2025-12-31	$5,154	70	-26.3%	Shares	Sole	2026-01-08
2025-09-30	$7,076	95	+187.9%	Shares	Sole	2025-10-21
2025-06-30	$2,615	33	+22.2%	Shares	Sole	2025-08-06
2025-03-31	$1,895	27	+22.7%	Shares	Sole	2025-05-13
2024-12-31	$1,592	22	+10.0%	Shares	Sole	2025-02-14
2024-09-30	$1,710	20	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,574	20	+17.6%	Shares	Sole	2024-08-14
2024-03-31	$1,498	17	+70.0%	Shares	Sole	2024-05-14
2023-12-31	$790	10	0.0%	Shares	Sole	2024-02-14
2023-09-30	$744	10	0.0%	Shares	Sole	2023-11-13
2023-06-30	$807	10	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.