CATH β€” GLOBAL X FDS

Ownership history in NorthRock Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

NorthRock Partners, LLC reported GLOBAL X FDS (CATH) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows CATH at 0.04% 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 CATH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NorthRock Partners, LLC's position in GLOBAL X FDS, 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 Q3

CATH was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 NorthRock Partners, LLC held CATH β€” position size vs. price
% of Fund (quarterly)    CATH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 27,915 +16,860 +152.5% 0.04% $2.3M 2025-11-14 $80.78
2025 Q2 INITIATED 11,055 β€” β€” 0.02% $837K 2025-07-25 $77.26

🏒 Other funds also holding CATH

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.03%

FAQ About NorthRock Partners, LLC and CATH

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

How long has NorthRock Partners, LLC reported owning CATH?

NorthRock Partners, LLC reported CATH across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CATH position in NorthRock Partners, LLC's portfolio?

The largest reported portfolio weight for CATH was 0.04% in 2025 Q3.

What is the latest reported CATH position on this page?

The most recent filing on this page is 2025 Q3, when NorthRock Partners, LLC reported 27,915 shares, equal to 0.04% of portfolio, with an estimated market value of $2.3M.

What does the chart on this CATH ownership page compare?

The chart compares NorthRock Partners, LLC's quarterly CATH 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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