Position in CART
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,539
+$1,157 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 497 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $1,148,408 across 16 Internet Retail names. CART ranks #10 (0.5% of the industry book) .
All Filings in CART
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,539 | 117 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,382 | 117 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,116 | 425 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $220 | 6 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $271 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $199 | 5 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||