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Disclosery

Allworth Financial LP: CPRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CPRT, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 25,578 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,578 shares
    Change vs previous 13F +5,223 shares

    <0.01% of the 13F portfolio, value $721,056.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,355 shares
    Change vs previous 13F -13,544 shares

    <0.01% of the 13F portfolio, value $675,793.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,899 shares
    Change vs previous 13F +2,149 shares

    0.01% of the 13F portfolio, value $1,327,160.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,750 shares
    Change vs previous 13F +2,772 shares

    0.01% of the 13F portfolio, value $1,427,806.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,978 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $1,421,951.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,750 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $1,781,634.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,033 shares
    Change vs previous 13F -3,404 shares

    0.01% of the 13F portfolio, value $1,674,062.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,437 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,699,699.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).