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Blue Zone Wealth Advisors, LLC: CPRT position timeline

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

Blue Zone Wealth Advisors, LLC held 128,941 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,941 shares
    Change vs previous 13F -1,643 shares

    0.63% of the 13F portfolio, value $3,634,847.

    13F-HR 0001803106-26-000003 filed by Blue Zone Wealth 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 130,584 shares
    Change vs previous 13F +185 shares

    0.88% of the 13F portfolio, value $4,335,389.

    13F-HR 0001803106-26-000002 filed by Blue Zone Wealth 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 130,399 shares
    Change vs previous 13F +759 shares

    0.98% of the 13F portfolio, value $5,105,121.

    13F-HR 0001803106-26-000001 filed by Blue Zone Wealth 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 129,640 shares
    Change vs previous 13F +6,486 shares

    1.16% of the 13F portfolio, value $5,829,911.

    13F-HR 0001803106-25-000002 filed by Blue Zone Wealth 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 123,154 shares
    Change vs previous 13F +5,310 shares

    1.51% of the 13F portfolio, value $6,043,167.

    13F-HR 0001085146-25-004153 filed by Blue Zone Wealth 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 117,844 shares
    Change vs previous 13F +14,086 shares

    1.85% of the 13F portfolio, value $6,668,792.

    13F-HR 0001085146-25-002060 filed by Blue Zone Wealth 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 103,758 shares
    Change vs previous 13F +2,516 shares

    1.72% of the 13F portfolio, value $5,954,672.

    13F-HR 0001085146-25-000644 filed by Blue Zone Wealth 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 101,242 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,305,081.

    13F-HR 0001085146-24-004672 filed by Blue Zone Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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