Position in CVNA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,582
+$1,238 QoQ
Shares Held
100
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#714
of 809 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVNA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $20,738 across 4 Auto & Truck Dealerships names. CVNA ranks #2 (31.7% of the industry book) .
All Filings in CVNA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,582 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,344 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,660 | 30 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,975 | 45 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $15,163 | 45 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,408 | 45 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,151 | 45 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,058 | 75 | Shares | Sole | 2024-10-17 | |
| 2021-06-30 | $1,509 | 5 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,312 | 5 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,197 | 5 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||