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Disclosery

Creative Planning: CATH position timeline

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

Creative Planning held 39,841 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 39,841 shares
    Change vs previous 13F +1,740 shares

    <0.01% of the 13F portfolio, value $3,525,963.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 38,101 shares
    Change vs previous 13F +5,130 shares

    <0.01% of the 13F portfolio, value $2,977,588.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 32,971 shares
    Change vs previous 13F -3,316 shares

    <0.01% of the 13F portfolio, value $2,711,103.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 36,287 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $2,941,376.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 36,408 shares
    Change vs previous 13F +6,470 shares

    <0.01% of the 13F portfolio, value $2,746,975.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 29,938 shares
    Change vs previous 13F +2,043 shares

    <0.01% of the 13F portfolio, value $2,022,005.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 27,895 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $1,976,056.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 27,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,929,572.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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