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Diversify Advisory Services, LLC: CPRT position timeline

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

Diversify Advisory Services, LLC held 20,240 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,240 shares
    Change vs previous 13F -20,473 shares

    0.01% of the 13F portfolio, value $602,950.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,120 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,120 shares

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

  2. period ended2026-03-31
    13F 40,713 shares
    Change vs previous 13F -15,851 shares

    0.02% of the 13F portfolio, value $1,356,964.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,713 shares

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

  3. period ended2025-12-31
    13F 56,564 shares
    Change vs previous 13F -3,094 shares

    0.04% of the 13F portfolio, value $2,291,517.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,049 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,515 shares

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

  4. period ended2025-09-30
    13F 59,658 shares
    Change vs previous 13F +12,260 shares

    0.05% of the 13F portfolio, value $2,565,275.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,138 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 34,520 shares

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

  5. period ended2025-06-30
    13F 47,398 shares
    Change vs previous 13F +531 shares

    0.05% of the 13F portfolio, value $2,237,165.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,730 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,668 shares

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

  6. period ended2025-03-31
    13F 46,867 shares
    Change vs previous 13F +12,638 shares

    0.1% of the 13F portfolio, value $2,835,922.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,846 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,021 shares

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

  7. period ended2024-12-31
    13F 34,229 shares
    Change vs previous 13F +3,063 shares

    0.06% of the 13F portfolio, value $1,904,502.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,903 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,326 shares

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

  8. period ended2024-09-30
    13F 31,166 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,605,359.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,582 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,584 shares

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