B.O.S.S. Retirement Advisors, LLC: CAT position timeline

B.O.S.S. Retirement Advisors, LLC held 1,051 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,051 shares

   Change vs previous 13F -48 shares

   0.3% of the 13F portfolio, value $1,119,553.

   13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,099 shares

   Change vs previous 13F -38 shares

   0.24% of the 13F portfolio, value $778,865.

   13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,137 shares

   Change vs previous 13F +36 shares

   0.21% of the 13F portfolio, value $651,517.

   13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,101 shares

   Change vs previous 13F -247 shares

   0.13% of the 13F portfolio, value $525,465.

   13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,348 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $523,391.

   13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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