Position in CPA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$8,066
+$3,845 QoQ
Shares Held
71
+102.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026True Wealth Design, LLC holds $334,559 across 13 Airlines names. CPA ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
1,758 | $161,859 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
2,143 | $142,466 | |
| 3 | CPA |
Copa Holdings, S.A.
This page
|
71 | $8,066 | |
| 4 | SKYW |
Skywest Inc
|
62 | $5,693 | |
| 5 | LUV |
Southwest Airlines Co
|
143 | $5,372 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
90 | $5,202 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
53 | $1,949 | |
| 8 | SNCY |
Sun Country Airlines Holdings, LLC
|
109 | $1,800 |
All Filings in CPA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,066 | 71 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,221 | 35 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,039 | 34 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $109 | 1 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||