CAPL — CROSSAMERICA PARTNERS LP

Ownership history in NewEdge Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in CROSSAMERICA PARTNERS LP (CAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,762 +13 +0.0% 0.02% $1.9M $20.12
2025 Q3 ADDED 92,749 +18,798 +25.4% 0.03% $1.9M $20.03
2025 Q2 ADDED 73,951 +6,677 +9.9% 0.02% $1.5M $19.44
2025 Q1 REDUCED 67,274 -3,958 -5.6% 0.03% $1.7M $22.34
2024 Q4 ADDED 71,232 +37,736 +112.7% 0.03% $1.6M $19.55
2024 Q3 INITIATED 33,496 — — 0.01% $694K $17.96
% of Fund (quarterly)    CAPL price (monthly, adj. close)

Other funds also holding CAPL

As of 2025 Q4 — sorted by position size

Quadrant Private Wealth Management, LLC 3Y 7Y 0.55% AMERICAN FINANCIAL GROUP INC 3Y 7Y 0.11% Motiv8 Investments LLC 0.11% Morton Brown Family Wealth, LLC 3Y 0.09% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.06% Outlook Wealth Advisors, LLC 3Y 7Y 0.06% Bramshill Investments, LLC 3Y 7Y 0.06% U.S. Capital Wealth Advisors, LLC 3Y 0.04% PHILADELPHIA TRUST CO 3Y 7Y 0.03% MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02%
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