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Taylor & Morgan Wealth Management, LLC: CATX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on CATX, newest first. How the timeline and the estimate are built.

Taylor & Morgan Wealth Management, LLC held 86,000 CATX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 86,000 shares
    Change vs previous 13F +20,000 shares

    0.11% of the 13F portfolio, value $236,500.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,000 shares
    Change vs previous 13F +37,000 shares

    0.11% of the 13F portfolio, value $225,060.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,000 shares
    Change vs previous 13F -68,000 shares

    0.07% of the 13F portfolio, value $120,930.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 97,000 shares
    Change vs previous 13F +6,000 shares

    0.15% of the 13F portfolio, value $266,750.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 91,000 shares
    Change vs previous 13F -3,000 shares

    0.19% of the 13F portfolio, value $312,130.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,000 shares
    Change vs previous 13F +4,000 shares

    0.22% of the 13F portfolio, value $323,360.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 90,000 shares
    Change vs previous 13F +34,000 shares

    0.14% of the 13F portfolio, value $191,700.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $178,640.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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