Position in CART
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,172
+$2,161 QoQ
Shares Held
67
+148.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 497 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CART Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $14,236,912 across 15 Internet Retail names. CART ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
52,614 | $12,540,020 | |
| 2 | SE |
Sea Ltd
|
6,744 | $646,277 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
4,333 | $415,881 | |
| 4 | ETSY |
Etsy Inc
|
3,191 | $240,378 | |
| 5 | EBAY |
Ebay Inc
|
1,104 | $123,372 | |
| 6 | PDD |
PDD Holdings Inc.
|
984 | $75,059 | |
| 7 | W |
Wayfair Inc.
|
681 | $62,938 | |
| 8 | DASH |
DoorDash, Inc.
|
263 | $48,531 |
All Filings in CART
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172 | 67 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,011 | 27 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,484 | 33 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||