Position in RCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,274
-$11,359 QoQ
Shares Held
67
-42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,110
of 1,222 holders
Holding Since
Mar 2021
18 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, 2026Concord Wealth Partners holds $281,541 across 5 Travel Services names. RCL ranks #3 (7.6% of the industry book) .
All Filings in RCL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,274 | 67 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $32,633 | 117 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $37,535 | 116 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,324 | 116 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,831 | 116 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,225 | 66 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,573 | 116 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,493 | 116 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,125 | 116 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,020 | 116 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $10,688 | 116 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $12,033 | 116 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,574 | 116 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $6,475 | 131 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,573 | 131 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,975 | 131 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,073 | 131 | Shares | Sole | 2022-01-21 | |
| 2021-03-31 | $1,198 | 14 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||