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Litman Gregory Wealth Management LLC: CPRT position timeline

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

Litman Gregory Wealth Management LLC held 170,061 CPRT shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 170,061 shares
    Change vs previous 13F +1,241 shares

    0.49% of the 13F portfolio, value $6,657,889.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 168,820 shares
    Change vs previous 13F +993 shares

    0.56% of the 13F portfolio, value $7,591,836.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 167,827 shares
    Change vs previous 13F +2,978 shares

    0.65% of the 13F portfolio, value $8,235,271.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 164,849 shares
    Change vs previous 13F -1,362 shares

    0.8% of the 13F portfolio, value $9,328,805.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 166,211 shares
    Change vs previous 13F -3,800 shares

    0.83% of the 13F portfolio, value $9,538,850.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 170,011 shares
    Change vs previous 13F +6,775 shares

    0.74% of the 13F portfolio, value $8,908,577.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 163,236 shares
    Change vs previous 13F +239 shares

    0.78% of the 13F portfolio, value $8,840,862.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 162,997 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $9,440,787.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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