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Disclosery

Clearstead Advisors, LLC: CPRT position timeline

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

Clearstead Advisors, LLC held 8,815 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,815 shares
    Change vs previous 13F -407 shares

    <0.01% of the 13F portfolio, value $248,496.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 9,222 shares
    Change vs previous 13F +668 shares

    <0.01% of the 13F portfolio, value $306,171.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 8,554 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $334,890.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 8,534 shares
    Change vs previous 13F -25,905 shares

    0.01% of the 13F portfolio, value $383,774.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 34,439 shares
    Change vs previous 13F +14,041 shares

    0.02% of the 13F portfolio, value $1,689,922.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 20,398 shares
    Change vs previous 13F +17,019 shares

    0.02% of the 13F portfolio, value $1,154,323.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 3,379 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $193,921.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 3,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $175,645.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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