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Catalina Capital Group, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catalina Capital Group, LLC on IYW, newest first. How the timeline and the estimate are built.

Catalina Capital Group, LLC held 8,824 IYW shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,824 shares
    Change vs previous 13F +63 shares

    0.98% of the 13F portfolio, value $1,600,783.

    13F-HR 0002085853-26-000471 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 8,761 shares
    Change vs previous 13F -1,496 shares

    1.07% of the 13F portfolio, value $1,749,415.

    13F-HR 0002085853-26-000041 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 10,257 shares
    Change vs previous 13F -863 shares

    1.24% of the 13F portfolio, value $2,008,986.

    13F-HR 0002085853-25-000153 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 11,120 shares
    Change vs previous 13F +590 shares

    1.3% of the 13F portfolio, value $1,926,795.

    13F-HR 0001667731-25-000882 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 10,530 shares
    Change vs previous 13F +173 shares

    0.99% of the 13F portfolio, value $1,478,795.

    13F-HR 0001667731-25-000465 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 10,357 shares
    Change vs previous 13F +2,671 shares

    0.54% of the 13F portfolio, value $1,652,149.

    13F-HR 0001667731-25-000127 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 7,686 shares
    Change vs previous 13F -2,251 shares

    0.4% of the 13F portfolio, value $1,165,336.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 9,937 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,495,570.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).