Caliber Wealth Management, LLC / KS
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2067120
Overland Park, KS
Position in CP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$266,882
+$17,766 QoQ
Shares Held
3,080
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#703
of 965 holders
Holding Since
Jun 2025
5 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, 2026Caliber Wealth Management, LLC / KS holds $4,823,700 across 4 Railroads names. CP ranks #3 (5.5% of the industry book) .
All Filings in CP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,882 | 3,080 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $249,116 | 3,167 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $233,480 | 3,171 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $236,207 | 3,171 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $482,040 | 6,081 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||