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Marks Group Wealth Management, Inc: CPRT position timeline

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

Marks Group Wealth Management, Inc held 58,499 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,499 shares
    Change vs previous 13F -50,680 shares

    0.14% of the 13F portfolio, value $1,649,087.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 109,179 shares
    Change vs previous 13F -44,398 shares

    0.35% of the 13F portfolio, value $3,624,743.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 153,577 shares
    Change vs previous 13F -25,476 shares

    0.58% of the 13F portfolio, value $6,012,539.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 179,053 shares
    Change vs previous 13F -13,249 shares

    0.75% of the 13F portfolio, value $8,052,014.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 192,302 shares
    Change vs previous 13F -452 shares

    0.88% of the 13F portfolio, value $9,436,259.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 192,754 shares
    Change vs previous 13F +3,051 shares

    1.05% of the 13F portfolio, value $10,907,949.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 189,703 shares
    Change vs previous 13F +2,209 shares

    1.07% of the 13F portfolio, value $10,887,055.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 187,494 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,824,685.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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