Position in RCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,349
+$64,819 QoQ
Shares Held
231
+645.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,005
of 1,222 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $81,530 across 3 Travel Services names. RCL ranks #1 (90.0% of the industry book) .
All Filings in RCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,349 | 231 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,530 | 31 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,646 | 31 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,030 | 31 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,707 | 31 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,368 | 31 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,766 | 38 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,498 | 31 | Shares | Sole | 2024-11-12 | |
| 2020-09-30 | $5,178 | 80 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,024 | 80 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,573 | 80 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||