WealthPlan Investment Management, LLC
Position in CATX — Perspective Therapeutics, Inc.
CIK 1929986
OMAHA, NE
Position in CATX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,377,882
-$307,094 QoQ
Shares Held
404,071
0.0% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1
of 19 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CATX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $3,421,799 across 5 Medical Devices names. CATX ranks #1 (40.3% of the industry book) .
All Filings in CATX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,882 | 404,071 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,684,976 | 404,071 | Shares | Sole | 2026-04-29 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||