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Advisor OS, LLC: CRPT position timeline

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

Advisor OS, LLC held 18,006 CRPT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,006 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $204,548.

    13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
    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 18,006 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $209,590.

    13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,975 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $269,804.

    13F-HR 0001085146-26-000144 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,906 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $398,937.

    13F-HR 0001085146-25-005980 filed by Advisor OS, LLC
    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 17,906 shares
    Change vs previous 13F -1,126 shares

    0.04% of the 13F portfolio, value $415,589.

    13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
    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 19,032 shares
    Change vs previous 13F +890 shares

    0.03% of the 13F portfolio, value $232,759.

    13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,142 shares
    Change vs previous 13F +168 shares

    0.04% of the 13F portfolio, value $302,968.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,974 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $224,671.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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