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Beacon Pointe Advisors, LLC: CPRT position timeline

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

Beacon Pointe Advisors, LLC held 200,292 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,292 shares
    Change vs previous 13F -24,531 shares

    0.03% of the 13F portfolio, value $5,646,232.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 224,823 shares
    Change vs previous 13F +176,215 shares

    0.04% of the 13F portfolio, value $7,464,124.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 48,608 shares
    Change vs previous 13F -4,202 shares

    0.01% of the 13F portfolio, value $1,903,004.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 52,810 shares
    Change vs previous 13F -4,718 shares

    0.02% of the 13F portfolio, value $2,374,850.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 57,528 shares
    Change vs previous 13F -1,144 shares

    0.03% of the 13F portfolio, value $2,822,899.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 58,672 shares
    Change vs previous 13F +790 shares

    0.04% of the 13F portfolio, value $3,320,248.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 57,882 shares
    Change vs previous 13F -19,431 shares

    0.04% of the 13F portfolio, value $3,321,848.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 77,313 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,051,201.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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