Position in CPA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,250,172
+$273,822 QoQ
Shares Held
27,320
-21.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#81
of 322 holders
Holding Since
Dec 2025
3 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, 2026Lifetime Wealth Management P.C. holds $4,628,496 across 2 Airlines names. CPA ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
This page
|
27,320 | $4,250,172 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
2,782 | $378,324 |
All Filings in CPA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,250,172 | 27,320 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||