Position in EXPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,384,647
-$399,922 QoQ
Shares Held
5,997
-4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 202644 WEALTH MANAGEMENT LLC holds $601,084 across 1 Travel Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
|
1,893 | $601,084 |
All Filings in EXPE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,384,647 | 5,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,784,569 | 6,299 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,358,381 | 6,355 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||