Position in CART
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,075
New position
Shares Held
65
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 497 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $3,176,870 across 15 Internet Retail names. CART ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
12,056 | $2,873,369 | |
| 2 | MELI |
Mercadolibre Inc
|
61 | $103,536 | |
| 3 | EBAY |
Ebay Inc
|
660 | $73,749 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
656 | $62,674 | |
| 5 | DASH |
DoorDash, Inc.
|
85 | $15,680 | |
| 6 | CPNG |
Coupang, Inc.
|
716 | $12,432 | |
| 7 | PDD |
PDD Holdings Inc.
|
107 | $8,160 | |
| 8 | ETSY |
Etsy Inc
|
79 | $5,945 |
All Filings in CART
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,075 | 65 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||