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Disclosery

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

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

B.O.S.S. Retirement Advisors, LLC held 116,097 CTA 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 116,097 shares
    Change vs previous 13F +6,539 shares

    0.81% of the 13F portfolio, value $3,011,556.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 109,558 shares
    Change vs previous 13F +4,130 shares

    1.01% of the 13F portfolio, value $3,310,834.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 105,428 shares
    Change vs previous 13F +59,825 shares

    0.9% of the 13F portfolio, value $2,873,977.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 45,603 shares
    Change vs previous 13F -2,369 shares

    0.31% of the 13F portfolio, value $1,275,508.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 47,972 shares
    Change vs previous 13F +26,924 shares

    0.32% of the 13F portfolio, value $1,282,760.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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 21,048 shares
    Change vs previous 13F +6,595 shares

    0.18% of the 13F portfolio, value $623,015.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 14,453 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $403,087.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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