Position in CPA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,067
-$181 QoQ
Shares Held
39
-29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Cornerstone Planning Group LLC holds $159,148 across 8 Airlines names. CPA ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
874 | $81,858 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
406 | $55,211 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
137 | $8,870 | |
| 4 | CPA |
Copa Holdings, S.A.
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|
39 | $6,067 | |
| 5 | LUV |
Southwest Airlines Co
|
116 | $5,964 | |
| 6 | AAL |
American Airlines Group Inc.
|
40 | $722 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
7 | $365 | |
| 8 | JBLU |
Jetblue Airways Corp
|
16 | $91 |
All Filings in CPA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,067 | 39 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,248 | 55 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,633 | 55 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,535 | 55 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||