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Strategic Global Advisors, LLC: CART position timeline

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

Strategic Global Advisors, LLC held 115,809 CART shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,809 shares
    Change vs previous 13F +3,899 shares

    0.78% of the 13F portfolio, value $5,483,556.

    13F-HR 0001580212-26-000004 filed by Strategic Global 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 111,910 shares
    Change vs previous 13F -2,110 shares

    0.67% of the 13F portfolio, value $4,192,149.

    13F-HR 0001580212-26-000003 filed by Strategic Global 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 114,020 shares
    Change vs previous 13F -2,512 shares

    0.79% of the 13F portfolio, value $5,128,620.

    13F-HR 0001580212-26-000002 filed by Strategic Global 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 116,532 shares
    Change vs previous 13F -1,890 shares

    0.65% of the 13F portfolio, value $4,283,716.

    13F-HR 0001580212-25-000003 filed by Strategic Global 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 118,422 shares
    Change vs previous 13F +76,720 shares

    0.87% of the 13F portfolio, value $5,357,411.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 41,702 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,663,493.

    13F-HR 0001085146-25-003186 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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