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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

CP holding history

Canadian Pacific Kansas City Ltd in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CP overviewAll 13F holders of CPFull Q2 2026 holdings

Shares (Q2 2026)
2,839
Value
$246.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,839$246.0K<0.1%00.0%UnchangedHolders
Q1 20262,839$223.3K<0.1%+214+8.2%AddedHolders
Q4 20252,625$193.3K<0.1%00.0%UnchangedHolders
Q3 20252,625$195.5K<0.1%00.0%UnchangedHolders
Q2 20252,625$208.1K<0.1%00.0%UnchangedHolders
Q1 20252,625$184.3K<0.1%00.0%UnchangedHolders
Q4 20242,625$190.0K<0.1%00.0%UnchangedHolders
Q3 20242,625$224.5K<0.1%00.0%UnchangedHolders
Q2 20242,625$206.7K<0.1%00.0%UnchangedHolders
Q1 20242,625$231.4K<0.1%00.0%UnchangedHolders
Q4 20232,625$207.5K<0.1%00.0%UnchangedHolders
Q3 20232,625$195.3K<0.1%−175−6.3%ReducedHolders
Q2 20232,800$226.2K<0.1%00.0%UnchangedHolders
Q1 20232,800$215.4K<0.1%00.0%UnchangedHolders
Q4 20222,800$208.9K<0.1%00.0%UnchangedHolders
Q3 20222,800$186.8K<0.1%00.0%UnchangedHolders
Q2 20222,800$196.0K<0.1%00.0%UnchangedHolders
Q1 20222,800$231.0K<0.1%00.0%UnchangedHolders
Q4 20212,800$201.0K<0.1%00.0%UnchangedHolders
Q3 20212,800$182.2K<0.1%00.0%UnchangedHolders
Q2 20212,800$215.3K<0.1%00.0%UnchangedConverted for a 5-for-1 splitHolders
Q1 2021560$212.4K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.