Position in CART
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,233
-$1,817 QoQ
Shares Held
195
-33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 497 holders
Holding Since
Mar 2024
10 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, 2026Center for Financial Planning, Inc. holds $6,102,257 across 4 Internet Retail names. CART ranks #4 (0.2% of the industry book) .
All Filings in CART
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,233 | 195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,050 | 295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,996 | 200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,352 | 200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,048 | 200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,978 | 200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,284 | 200 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,148 | 200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,428 | 200 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,458 | 200 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||