Position in CPRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,058
-$83,951 QoQ
Shares Held
8,835
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#758
of 1,055 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,240,705 across 6 Specialty Business Services names. CPRT ranks #4 (2.4% of the industry book) .
All Filings in CPRT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,058 | 8,835 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $333,009 | 8,506 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $502,035 | 10,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,855 | 9,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $558,060 | 9,724 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $495,180 | 9,450 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $581,461 | 10,736 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $602,483 | 10,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $430,612 | 8,788 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $341,100 | 7,916 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $254,658 | 2,792 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||