Position in RCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,009,745
+$273,364 QoQ
Shares Held
3,180
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#520
of 1,219 holders
Holding Since
Sep 2024
8 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, 2026LMG Wealth Partners, LLC holds $4,223,341 across 2 Travel Services names. RCL ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABNB |
Airbnb, Inc.
|
22,457 | $3,213,596 | |
| 2 | RCL |
Royal Caribbean Cruises Ltd
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|
3,180 | $1,009,745 |
All Filings in RCL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,745 | 3,180 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $736,381 | 2,676 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $695,347 | 2,493 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $740,674 | 2,289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $702,686 | 2,244 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $405,127 | 1,972 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $350,879 | 1,521 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $210,526 | 1,187 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||