Position in CART
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$230,641
-$378,118 QoQ
Shares Held
4,871
-64.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#365
of 500 holders
Holding Since
Jun 2024
7 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, 2026Forum Financial Management, LP holds $13,569,908 across 3 Internet Retail names. CART ranks #3 (1.7% of the industry book) .
All Filings in CART
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,641 | 4,871 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $608,759 | 13,534 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $236,403 | 6,431 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $269,223 | 5,951 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $217,201 | 5,445 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $647,766 | 15,900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $511,026 | 15,900 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||