JEPPSON WEALTH MANAGEMENT, LLC
Position in RCL — Royal Caribbean Cruises Ltd
CIK 1831263
MANHATTAN BEACH, CA
Position in RCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$775,408
+$100,667 QoQ
Shares Held
2,442
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#566
of 1,220 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,342,163 across 3 Travel Services names. RCL ranks #1 (57.8% of the industry book) .
All Filings in RCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,408 | 2,442 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $674,741 | 2,452 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $865,209 | 3,102 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,005,363 | 3,107 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,001,108 | 3,197 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $661,927 | 3,222 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $765,429 | 3,318 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $598,767 | 3,376 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $538,235 | 3,376 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $470,687 | 3,386 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $443,762 | 3,427 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $316,224 | 3,432 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $361,741 | 3,487 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $228,484 | 3,499 | Shares | Sole | 2023-04-28 | |
| 2020-09-30 | $26,215 | 405 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||