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Independent Advisor Alliance: CPRT position timeline

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

Independent Advisor Alliance held 64,201 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,201 shares
    Change vs previous 13F +31,152 shares

    0.04% of the 13F portfolio, value $1,809,826.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 33,049 shares
    Change vs previous 13F +17,989 shares

    0.01% of the 13F portfolio, value $1,097,228.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 15,060 shares
    Change vs previous 13F +1,682 shares

    0.01% of the 13F portfolio, value $589,603.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 13,378 shares
    Change vs previous 13F +1,249 shares

    0.02% of the 13F portfolio, value $601,611.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 12,129 shares
    Change vs previous 13F +3,900 shares

    0.02% of the 13F portfolio, value $595,170.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 8,229 shares
    Change vs previous 13F -3,410 shares

    0.02% of the 13F portfolio, value $465,678.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 11,639 shares
    Change vs previous 13F +2,246 shares

    0.01% of the 13F portfolio, value $667,962.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 9,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $492,195.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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