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Livermore
Livermore
ZHEN

SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

CP holding history

Canadian Pacific Kansas City Ltd in every 13F filed by SMART Wealth LLC, 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)
2,892
Value
$250.6K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of CP by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,892$250.6K0.1%−97−3.2%ReducedHolders
Q1 20262,989$235.1K0.1%+56+1.9%AddedHolders
Q4 20252,933$216.0K0.1%+2,933NewHolders
Q3 20250$00.0%−2,933−100.0%Sold outHolders
Q2 20252,933$232.5K0.1%+29+1.0%AddedHolders
Q1 20252,904$203.9K0.1%+20+0.7%AddedHolders
Q4 20242,884$208.7K0.1%00.0%UnchangedHolders
Q3 20242,884$246.7K0.1%00.0%UnchangedHolders
Q2 20242,884$227.1K0.1%00.0%UnchangedHolders
Q1 20242,884$254.3K0.1%00.0%UnchangedHolders
Q4 20232,884$228.0K0.1%00.0%UnchangedHolders
Q3 20232,884$214.6K0.2%00.0%UnchangedHolders
Q2 20232,884$232.9K0.2%00.0%UnchangedHolders
Q1 20232,884$221.9K0.2%00.0%UnchangedHolders
Q4 20222,884$215.1K0.2%–No prior filingHolders