Aventura Private Wealth, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2074418
AVENTURA, FL
Position in CP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,205
+$2,291 QoQ
Shares Held
464
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#852
of 962 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Aventura Private Wealth, LLC holds $1,518,822 across 5 Railroads names. CP ranks #4 (2.6% 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 | $40,205 | 464 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $37,914 | 482 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,888 | 501 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $87,749 | 1,178 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $82,361 | 1,039 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||