Position in CPA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,068,498
+$5,162,260 QoQ
Shares Held
77,576
+27.6% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#49
of 322 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, 2026BURNEY CO/ holds $24,213,561 across 5 Airlines names. CPA ranks #1 (49.8% of the industry book) .
All Filings in CPA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,068,498 | 77,576 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,906,238 | 60,789 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $727,519 | 6,032 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $703,533 | 5,921 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||