CATX β€” PERSPECTIVE THERAPEUTICS INC

Ownership history in Nicholson Wealth Management Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Nicholson Wealth Management Group, LLC reported PERSPECTIVE THERAPEUTICS INC (CATX) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 17.57% in 2024 Q3. The latest visible filing shows CATX at 2.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CATX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholson Wealth Management Group, LLC's position in PERSPECTIVE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CATX was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.57% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nicholson Wealth Management Group, LLC held CATX β€” position size vs. price
% of Fund (quarterly)    CATX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,617,993 -300 -0.0% 2.61% $4.4M 2026-02-14 (Est.) $4.70
2025 Q3 ADDED 1,618,293 +4,010 +0.2% 3.25% $5.6M 2025-11-04 $2.33
2025 Q2 ADDED 1,614,283 +5,000 +0.3% 3.42% $5.6M 2025-07-29 $3.92
2025 Q1 UNCHANGED 1,609,283 β€” 0% 2.25% $3.4M 2025-05-12 $2.51
2024 Q4 ADDED 1,609,283 +7,000 +0.4% 3.43% $5.1M 2025-02-03 $3.30
2024 Q3 INITIATED 1,602,283 β€” β€” 17.57% $21.4M 2024-10-23 $11.69

🏒 Other funds also holding CATX

As of 2026 Q1 β€” sorted by position size

Taylor & Morgan Wealth Management, LLC 3Y 0.07% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Nicholson Wealth Management Group, LLC and CATX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholson Wealth Management Group, LLC reported owning CATX?

Nicholson Wealth Management Group, LLC reported CATX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported CATX position in Nicholson Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for CATX was 17.57% in 2024 Q3.

What is the latest reported CATX position on this page?

The most recent filing on this page is 2025 Q4, when Nicholson Wealth Management Group, LLC reported 1,617,993 shares, equal to 2.61% of portfolio, with an estimated market value of $4.4M.

What does the chart on this CATX ownership page compare?

The chart compares Nicholson Wealth Management Group, LLC's quarterly CATX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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