Position in CART
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,748
-$3,738 QoQ
Shares Held
565
-30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 500 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CART Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $35,135,936 across 24 Internet Retail names. CART ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
140,524 | $33,492,485 | |
| 2 | EBAY |
Ebay Inc
|
3,455 | $386,092 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
2,608 | $250,313 | |
| 4 | DASH |
DoorDash, Inc.
|
1,022 | $188,585 | |
| 5 | SE |
Sea Ltd
|
1,669 | $159,936 | |
| 6 | MELI |
Mercadolibre Inc
|
73 | $123,906 | |
| 7 | W |
Wayfair Inc.
|
1,317 | $121,714 | |
| 8 | ETSY |
Etsy Inc
|
1,074 | $80,900 |
All Filings in CART
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,748 | 565 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,486 | 814 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $73,133 | 1,626 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,693 | 563 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,224 | 425 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,179 | 180 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,542 | 158 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,092 | 125 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,017 | 125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,661 | 125 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,933 | 125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,711 | 125 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||