Position in RCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$28,260
+$6,521 QoQ
Shares Held
89
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,102
of 1,220 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $100,874 across 5 Travel Services names. RCL ranks #2 (28.0% of the industry book) .
All Filings in RCL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,260 | 89 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,739 | 79 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,850 | 64 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,473 | 54 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,343 | 49 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,353 | 65 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,531 | 89 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,464 | 59 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,739 | 36 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,780 | 20 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||