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Disclosery

Shorepoint Capital Partners LLC: CART position timeline

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

Shorepoint Capital Partners LLC held 7,417 CART shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,417 shares
    Change vs previous 13F -420 shares

    0.05% of the 13F portfolio, value $272,649.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 7,837 shares
    Change vs previous 13F +752 shares

    0.07% of the 13F portfolio, value $312,618.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 7,085 shares
    Change vs previous 13F +919 shares

    0.07% of the 13F portfolio, value $293,461.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,166 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $251,203.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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