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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

CPRT holding history

Copart Inc in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPRT overviewAll 13F holders of CPRTFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of CPRT by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,311−100.0%Sold outHolders
Q3 20252,311$103.9K0.1%00.0%UnchangedHolders
Q2 20252,311$113.4K0.1%00.0%UnchangedHolders
Q1 20252,311$130.8K0.1%00.0%UnchangedHolders
Q4 20242,311$132.6K0.1%00.0%UnchangedHolders
Q3 20242,311$121.1K0.1%−96−4.0%ReducedHolders
Q2 20242,407$130.4K0.1%00.0%UnchangedHolders
Q1 20242,407$139.4K0.1%−601−20.0%ReducedHolders
Q4 20233,008$147.4K0.1%00.0%UnchangedHolders
Q3 20233,008$129.6K0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 20231,504$137.2K0.2%00.0%UnchangedHolders
Q1 20231,504$113.1K0.2%00.0%UnchangedHolders
Q4 20221,504$91.6K0.2%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q3 2022752$80.0K0.2%00.0%UnchangedHolders
Q2 2022752$82.0K0.2%00.0%UnchangedHolders
Q1 2022752$94.0K0.1%00.0%UnchangedHolders
Q4 2021752$114.0K0.2%00.0%UnchangedHolders
Q3 2021752$104.0K0.2%00.0%UnchangedHolders
Q2 2021752$99.0K0.1%00.0%UnchangedHolders
Q1 2021752$82.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.