WealthPlan Investment Management, LLC
Holdings in CATX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,111,195 | 404,071 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $1,385,963 | 404,071 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $1,379,608 | 401,049 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $854,234 | 401,049 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $1,279,346 | 401,049 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $4,529,548 | 339,292 | Shares | Sole | 2024-11-05 |