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Arkadios Wealth Advisors: CPRT position timeline

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

Arkadios Wealth Advisors held 61,072 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,072 shares
    Change vs previous 13F +4,277 shares

    0.03% of the 13F portfolio, value $1,721,611.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 56,795 shares
    Change vs previous 13F +2,941 shares

    0.03% of the 13F portfolio, value $1,885,583.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 53,854 shares
    Change vs previous 13F +313 shares

    0.04% of the 13F portfolio, value $2,108,370.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 53,541 shares
    Change vs previous 13F +935 shares

    0.06% of the 13F portfolio, value $2,407,724.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 52,606 shares
    Change vs previous 13F +2,046 shares

    0.08% of the 13F portfolio, value $2,581,360.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 50,560 shares
    Change vs previous 13F -2,270 shares

    0.11% of the 13F portfolio, value $2,861,171.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 52,830 shares
    Change vs previous 13F -1,468 shares

    0.17% of the 13F portfolio, value $3,031,894.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 54,298 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,845,197.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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