TRED AVON FAMILY WEALTH, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2094435
EASTON, MD
Position in CP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$480,214
+$44,281 QoQ
Shares Held
5,542
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#576
of 962 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,775,369 across 3 Railroads names. CP ranks #2 (27.0% of the industry book) .
All Filings in CP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,214 | 5,542 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $435,933 | 5,542 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $408,572 | 5,549 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $413,345 | 5,549 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||