CATH — GLOBAL X FDS

Ownership history in DAGCO, INC.  ·  27 quarters on record

This page tracks every 13F SEC filing in which DAGCO, INC. reported a position in GLOBAL X FDS (CATH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.51% (2019 Q2)
Avg. % of fund
1.89%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 71,295 — 0% 1.35% $5.9M $82.23
2025 Q3 UNCHANGED 71,295 — 0% 1.45% $5.8M $80.67
2025 Q2 REDUCED 71,295 -2,430 -3.3% 1.50% $5.4M $75.09
2025 Q1 ADDED 73,725 +425 +0.6% 1.61% $5.0M $66.96
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CATH price (monthly, adj. close)

Other funds also holding CATH

As of 2025 Q4 — sorted by position size

BCM ADVISORS, LLC 3Y 7Y 3.76% Fund Evaluation Group, LLC 3Y 7Y 1.86% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.82% CDKV HOLDINGS LLC 1.3% COMMON FUND FOR NONPROFIT ORGANIZATIONS 0.8% Sound View Wealth Advisors Group, LLC 3Y 0.63% Carter Financial, LLC 0.55% ISLAY CAPITAL MANAGEMENT, LLC 3Y 0.5% Widmann Financial Services, Inc. 3Y 0.47% McClarren Financial Advisors, Inc. 3Y 0.38%
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