Position in CART
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$480,271
-$95,601 QoQ
Shares Held
10,143
-34.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#306
of 497 holders
Holding Since
Jun 2025
5 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, 2026Unique Wealth Strategies, LLC holds $9,205,948 across 5 Internet Retail names. CART ranks #4 (5.2% of the industry book) .
All Filings in CART
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,271 | 10,143 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $575,872 | 15,373 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $691,477 | 15,373 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $478,210 | 13,009 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $556,044 | 12,291 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||