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Allworth Financial LP: CATH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CATH, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 83,032 CATH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,032 shares
    Change vs previous 13F -543 shares

    0.03% of the 13F portfolio, value $7,348,302.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 83,575 shares
    Change vs previous 13F +1,596 shares

    0.03% of the 13F portfolio, value $6,531,350.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 81,979 shares
    Change vs previous 13F +5,015 shares

    0.03% of the 13F portfolio, value $6,740,849.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 76,964 shares
    Change vs previous 13F +3,406 shares

    0.03% of the 13F portfolio, value $6,238,573.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 73,558 shares
    Change vs previous 13F +18,271 shares

    0.03% of the 13F portfolio, value $5,549,972.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 55,287 shares
    Change vs previous 13F +8,263 shares

    0.02% of the 13F portfolio, value $3,661,123.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 47,024 shares
    Change vs previous 13F +2,149 shares

    0.02% of the 13F portfolio, value $3,452,992.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 44,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,113,844.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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