Position in CPA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$933
+$252 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#311
of 322 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $36,593 across 8 Airlines names. CPA ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
143 | $13,393 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
66 | $8,975 | |
| 3 | LUV |
Southwest Airlines Co
|
135 | $6,941 | |
| 4 | AAL |
American Airlines Group Inc.
|
266 | $4,806 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
19 | $991 | |
| 6 | CPA |
Copa Holdings, S.A.
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|
6 | $933 | |
| 7 | SKYW |
Skywest Inc
|
3 | $297 | |
| 8 | JBLU |
Jetblue Airways Corp
|
45 | $257 |
All Filings in CPA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933 | 6 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $681 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $482 | 4 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $356 | 3 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $219 | 2 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||