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Disclosery

Wambolt & Associates, LLC: CPRT position timeline

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

Wambolt & Associates, LLC held 7,475 CPRT shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,475 shares
    Change vs previous 13F -3,047 shares

    0.12% of the 13F portfolio, value $371,059.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 10,522 shares
    Change vs previous 13F -47 shares

    0.2% of the 13F portfolio, value $601,964.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 10,569 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $606,555.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,524 shares
    Change vs previous 13F +1,264 shares

    0.15% of the 13F portfolio, value $552,300.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,260 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $494,021.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,260 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $537,728.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,260 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $453,740.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 9,260 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $403,921.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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