Forza Wealth Management, LLC

SEC CIK: 0001963030
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CP holding history

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

CP overview All 13F holders of CP Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of CP by Forza Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−7,500−100.0%	Sold out	Holders
Q3 2023	7,500	$558.1K	0.3%	00.0%	Unchanged	Holders
Q2 2023	7,500	$605.8K	0.3%	00.0%	Unchanged	Holders
Q1 2023	7,500	$577.0K	0.3%	+7,500	New	Holders