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Disclosery

HB Wealth Management, LLC: CPRT position timeline

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

HB Wealth Management, LLC held 46,131 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,131 shares
    Change vs previous 13F -1,240 shares

    0.01% of the 13F portfolio, value $1,300,433.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 47,371 shares
    Change vs previous 13F +2,503 shares

    0.01% of the 13F portfolio, value $1,572,717.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 44,868 shares
    Change vs previous 13F -42,539 shares

    0.01% of the 13F portfolio, value $1,756,582.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 87,407 shares
    Change vs previous 13F +3,183 shares

    0.03% of the 13F portfolio, value $3,930,693.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 84,224 shares
    Change vs previous 13F +20,104 shares

    0.03% of the 13F portfolio, value $4,132,872.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 64,120 shares
    Change vs previous 13F +42,418 shares

    0.03% of the 13F portfolio, value $3,628,551.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 21,702 shares
    Change vs previous 13F +1,343 shares

    0.01% of the 13F portfolio, value $1,245,871.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 20,359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,066,812.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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