Position in RCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$295,937
+$66,988 QoQ
Shares Held
932
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#814
of 1,222 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $295,937 across 1 Travel Services name. RCL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
This page
|
932 | $295,937 |
All Filings in RCL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,937 | 932 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $228,949 | 832 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||