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Disclosery

Focus Partners Wealth: KAT position timeline

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

Focus Partners Wealth held 2,332,145 KAT 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 2,332,145 shares
    Change vs previous 13F -170,592 shares

    0.13% of the 13F portfolio, value $126,075,767.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 2,502,737 shares
    Change vs previous 13F -152,026 shares

    0.15% of the 13F portfolio, value $134,134,168.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 2,654,763 shares
    Change vs previous 13F +536,567 shares

    0.17% of the 13F portfolio, value $146,014,361.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 2,118,196 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $119,196,372.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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