Position in CPA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,976,350
-$338,472 QoQ
Shares Held
35,000
-2.2% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
4.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Lifetime Wealth Management P.C. holds $4,232,488 across 2 Airlines names. CPA ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
This page
|
35,000 | $3,976,350 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
2,782 | $256,138 |
All Filings in CPA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,976,350 | 35,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,314,822 | 35,775 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||