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EHRLICH FINANCIAL GROUP: CATF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on CATF, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 21,389 CATF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,389 shares
    Change vs previous 13F +7,017 shares

    0.55% of the 13F portfolio, value $1,075,226.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 14,372 shares
    Change vs previous 13F +1,016 shares

    0.41% of the 13F portfolio, value $716,011.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 13,356 shares
    Change vs previous 13F +1,694 shares

    0.38% of the 13F portfolio, value $667,939.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 11,662 shares
    Change vs previous 13F +381 shares

    0.34% of the 13F portfolio, value $580,956.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 11,281 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $548,313.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    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 11,277 shares
    Change vs previous 13F +701 shares

    0.41% of the 13F portfolio, value $557,004.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL GROUP
    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 10,576 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $527,483.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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