Position in RCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$262,279
+$55,069 QoQ
Shares Held
826
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#848
of 1,220 holders
Holding Since
Jun 2025
4 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, 2026AGH Wealth Advisors, LLC holds $679,752 across 3 Travel Services names. RCL ranks #1 (38.6% of the industry book) .
All Filings in RCL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,279 | 826 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $207,210 | 753 | Shares | Other | 2026-04-22 | |
| 2025-09-30 | $228,771 | 707 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $234,541 | 749 | Shares | Other | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||