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Clearstead Trust, LLC: CPRT position timeline

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

Clearstead Trust, LLC held 510 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 510 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $14,377.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 515 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $17,098.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 835 shares
    Change vs previous 13F -4,604 shares

    0.01% of the 13F portfolio, value $32,691.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 5,439 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $244,592.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 5,339 shares
    Change vs previous 13F +909 shares

    0.05% of the 13F portfolio, value $261,985.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 4,430 shares
    Change vs previous 13F +586 shares

    0.06% of the 13F portfolio, value $250,694.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 3,844 shares
    Change vs previous 13F -1,356 shares

    0.05% of the 13F portfolio, value $220,607.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 5,200 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $272,480.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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