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Disclosery

NewEdge Advisors, LLC: CART position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on CART, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 158 CART shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $7,481.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 180 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $6,743.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 158 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $7,107.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,218 shares
    Change vs previous 13F -2,034 shares

    <0.01% of the 13F portfolio, value $44,774.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,252 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $147,120.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,673 shares
    Change vs previous 13F +698 shares

    <0.01% of the 13F portfolio, value $66,737.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 975 shares
    Change vs previous 13F +717 shares

    <0.01% of the 13F portfolio, value $40,385.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 258 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,511.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).