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Disclosery

Advisor OS, LLC: CATH position timeline

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

Advisor OS, LLC held 16,836 CATH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,836 shares
    Change vs previous 13F -1,704 shares

    0.1% of the 13F portfolio, value $1,489,903.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 18,540 shares
    Change vs previous 13F +1,080 shares

    0.1% of the 13F portfolio, value $1,448,827.

    13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 17,460 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,211,533.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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