Skip to content
Disclosery

Focus Partners Wealth: CPRT position timeline

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

Focus Partners Wealth held 4,384,770 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,384,770 shares
    Change vs previous 13F +116,628 shares

    0.11% of the 13F portfolio, value $123,606,257.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,338,727 shares
    • Focus Partners Advisor Solutions, LLC: 46,043 shares

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

  2. period ended2026-03-31
    13F 4,268,142 shares
    Change vs previous 13F +917,655 shares

    0.14% of the 13F portfolio, value $141,702,366.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,228,572 shares
    • Focus Partners Advisor Solutions, LLC: 39,570 shares

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

  3. period ended2025-12-31
    13F 3,350,487 shares
    Change vs previous 13F +3,149,821 shares

    0.14% of the 13F portfolio, value $131,171,651.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,326,630 shares
    • Focus Partners Advisor Solutions, LLC: 23,857 shares

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

  4. period ended2025-09-30
    13F 200,666 shares
    Change vs previous 13F +91,653 shares

    0.01% of the 13F portfolio, value $9,010,746.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 188,633 shares
    • Focus Partners Advisor Solutions, LLC: 12,033 shares

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

  5. period ended2025-06-30
    13F 109,013 shares
    Change vs previous 13F +8,955 shares

    0.01% of the 13F portfolio, value $5,348,797.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 89,567 shares
    • Focus Partners Advisor Solutions, LLC: 19,446 shares

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

  6. period ended2025-03-31
    13F/A 100,058 shares
    Change vs previous 13F -3,375 shares

    0.01% of the 13F portfolio, value $5,662,348.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 85,672 shares
    • Focus Partners Advisor Solutions, LLC: 14,386 shares

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

  7. period ended2024-12-31
    13F/A 103,433 shares
    Change vs previous 13F +10,855 shares

    0.01% of the 13F portfolio, value $5,936,020.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 87,840 shares
    • Focus Partners Advisor Solutions, LLC: 15,593 shares

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

  8. period ended2024-09-30
    13F 92,578 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,851,127.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 86,670 shares
    • Focus Partners Advisor Solutions, LLC: 5,908 shares

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