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Kestra Advisory Services, LLC: CPRT position timeline

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

Kestra Advisory Services, LLC held 158,999 CPRT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,999 shares
    Change vs previous 13F +18,623 shares

    0.01% of the 13F portfolio, value $4,482,177.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,331 shares
    • Kestra Advisory Services, LLC: 54,022 shares
    • Kestra Investment Management, LLC: 8,646 shares

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

  2. period ended2026-03-31
    13F 140,376 shares
    Change vs previous 13F +31,802 shares

    0.01% of the 13F portfolio, value $4,660,477.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 88,920 shares
    • Kestra Advisory Services, LLC: 51,456 shares

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

  3. period ended2025-12-31
    13F 108,574 shares
    Change vs previous 13F +30,382 shares

    0.01% of the 13F portfolio, value $4,250,664.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,041 shares
    • Kestra Advisory Services, LLC: 56,533 shares

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

  4. period ended2025-09-30
    13F 78,192 shares
    Change vs previous 13F +20,538 shares

    0.01% of the 13F portfolio, value $3,516,285.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,233 shares
    • Kestra Advisory Services, LLC: 46,959 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 57,654 shares
    Change vs previous 13F -7,786 shares

    0.01% of the 13F portfolio, value $2,829,072.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,505 shares
    • Kestra Advisory Services, LLC: 35,824 shares
    • Kestra Investment Management, LLC: 6,325 shares

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

  6. period ended2025-03-31
    13F/A 65,440 shares
    Change vs previous 13F -16,062 shares

    0.01% of the 13F portfolio, value $3,703,250.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,453 shares
    • Kestra Advisory Services, LLC: 43,776 shares
    • Kestra Investment Management, LLC: 5,211 shares

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

  7. period ended2024-12-31
    13F 81,502 shares
    Change vs previous 13F +13,365 shares

    0.02% of the 13F portfolio, value $4,677,400.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,350 shares
    • Kestra Advisory Services, LLC: 57,921 shares
    • Kestra Investment Management, LLC: 9,231 shares

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

  8. period ended2024-09-30
    13F 68,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,570,378.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,251 shares
    • Kestra Advisory Services, LLC: 48,535 shares
    • Kestra Investment Management, LLC: 6,351 shares

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