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Catalyst Capital Advisors LLC: IWB position timeline

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

Catalyst Capital Advisors LLC held 1,637,759 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,637,759 shares
    Change vs previous 13F -3,974 shares

    11.13% of the 13F portfolio, value $670,662,311.

    13F-HR 0001580642-26-004574 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,641,733 shares
    Change vs previous 13F +179,128 shares

    10.91% of the 13F portfolio, value $585,376,318.

    13F-HR 0001580642-26-002983 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,462,605 shares
    Change vs previous 13F -3,108 shares

    11.23% of the 13F portfolio, value $546,195,211.

    13F-HR 0001580642-26-000952 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,465,713 shares
    Change vs previous 13F -120,929 shares

    10.81% of the 13F portfolio, value $535,688,787.

    13F-HR 0001580642-25-007220 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,586,642 shares
    Change vs previous 13F -106,966 shares

    10.88% of the 13F portfolio, value $538,776,024.

    13F-HR 0001162044-25-000769 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,693,608 shares
    Change vs previous 13F +88,443 shares

    10.64% of the 13F portfolio, value $519,497,318.

    13F-HR 0001162044-25-000454 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,605,165 shares
    Change vs previous 13F +77,537 shares

    11.02% of the 13F portfolio, value $517,119,956.

    13F-HR 0001162044-25-000113 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,527,628 shares
    Change vs previous 13F not available

    10.82% of the 13F portfolio, value $480,270,967.

    13F-HR 0001162044-24-001179 filed by Catalyst Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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