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WILLNER & HELLER, LLC: CATY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on CATY, newest first. How the timeline and the estimate are built.

WILLNER & HELLER, LLC held 42,004 CATY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,004 shares
    Change vs previous 13F +31 shares

    1.63% of the 13F portfolio, value $2,603,829.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, 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 41,973 shares
    Change vs previous 13F -466 shares

    1.56% of the 13F portfolio, value $2,092,778.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, 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 42,439 shares
    Change vs previous 13F +7 shares

    1.48% of the 13F portfolio, value $2,053,622.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, 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 42,432 shares
    Change vs previous 13F -741 shares

    1.56% of the 13F portfolio, value $2,037,181.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, 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 43,173 shares
    Change vs previous 13F -500 shares

    1.66% of the 13F portfolio, value $1,965,682.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, 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 43,673 shares
    Change vs previous 13F -500 shares

    1.74% of the 13F portfolio, value $1,879,260.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, 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 44,173 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $2,103,083.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, 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 44,173 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,897,233.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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