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Disclosery

Tower Wealth Partners, Inc.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tower Wealth Partners, Inc. on CAT, newest first. How the timeline and the estimate are built.

Tower Wealth Partners, Inc. held 657 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 657 shares
    Change vs previous 13F -2 shares

    0.35% of the 13F portfolio, value $699,639.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, 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 659 shares
    Change vs previous 13F -181 shares

    0.26% of the 13F portfolio, value $466,875.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, 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 840 shares
    Change vs previous 13F -250 shares

    0.26% of the 13F portfolio, value $481,211.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, 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 1,090 shares
    Change vs previous 13F -113 shares

    0.29% of the 13F portfolio, value $520,094.

    13F-HR 0001951757-25-001319 filed by Tower Wealth Partners, 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 1,203 shares
    Change vs previous 13F +84 shares

    0.28% of the 13F portfolio, value $467,017.

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, 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 1,119 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $369,046.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, 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 1,119 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $405,928.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, 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 1,097 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $429,059.

    13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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