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Steward Partners Investment Advisory, LLC: CATH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on CATH, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 29,246 CATH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,246 shares
    Change vs previous 13F +818 shares

    0.01% of the 13F portfolio, value $2,588,271.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 28,428 shares
    Change vs previous 13F -2,597 shares

    0.01% of the 13F portfolio, value $2,221,648.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 31,025 shares
    Change vs previous 13F -437 shares

    0.01% of the 13F portfolio, value $2,551,083.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 31,462 shares
    Change vs previous 13F -737 shares

    0.01% of the 13F portfolio, value $2,550,263.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 32,199 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $2,429,415.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 32,456 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $2,192,078.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 32,391 shares
    Change vs previous 13F +2,715 shares

    0.02% of the 13F portfolio, value $2,294,578.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 29,676 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,059,218.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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