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McClarren Financial Advisors, Inc.: CATH position timeline

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

McClarren Financial Advisors, Inc. held 8,196 CATH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,196 shares
    Change vs previous 13F +380 shares

    0.37% of the 13F portfolio, value $725,306.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    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 7,816 shares
    Change vs previous 13F +2,225 shares

    0.36% of the 13F portfolio, value $610,810.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    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 5,591 shares
    Change vs previous 13F +2,288 shares

    0.38% of the 13F portfolio, value $639,582.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    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 3,303 shares
    Change vs previous 13F -7,195 shares

    0.43% of the 13F portfolio, value $695,991.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    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 10,498 shares
    Change vs previous 13F +6,590 shares

    0.52% of the 13F portfolio, value $792,076.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    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 3,908 shares
    Change vs previous 13F -7,277 shares

    0.5% of the 13F portfolio, value $759,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    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 11,185 shares
    Change vs previous 13F +1,936 shares

    2.22% of the 13F portfolio, value $792,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    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 9,249 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $18,351,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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