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Triangle Securities Wealth Management: CPRT position timeline

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

Triangle Securities Wealth Management held 7,555 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,555 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $212,975.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 7,752 shares
    Change vs previous 13F -1,440 shares

    0.06% of the 13F portfolio, value $257,366.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 9,192 shares
    Change vs previous 13F -17,115 shares

    0.08% of the 13F portfolio, value $359,867.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 26,307 shares
    Change vs previous 13F +3,265 shares

    0.27% of the 13F portfolio, value $1,183,026.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 23,042 shares
    Change vs previous 13F +325 shares

    0.28% of the 13F portfolio, value $1,130,671.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 22,717 shares
    Change vs previous 13F +3,732 shares

    0.33% of the 13F portfolio, value $1,285,555.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 18,985 shares
    Change vs previous 13F +3,870 shares

    0.28% of the 13F portfolio, value $1,089,549.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 15,115 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $792,026.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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