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Catalyst Capital Advisors LLC: IWM position timeline

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

Catalyst Capital Advisors LLC held 1,491,304 IWM 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 1,491,304 shares
    Change vs previous 13F -112,363 shares

    7.44% of the 13F portfolio, value $448,062,287.

    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 1,603,667 shares
    Change vs previous 13F +171,918 shares

    7.41% of the 13F portfolio, value $397,709,416.

    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 1,431,749 shares
    Change vs previous 13F -75,370 shares

    7.24% of the 13F portfolio, value $352,439,334.

    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 1,507,119 shares
    Change vs previous 13F -144,658 shares

    7.36% of the 13F portfolio, value $364,662,513.

    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 1,651,777 shares
    Change vs previous 13F -99,862 shares

    7.2% of the 13F portfolio, value $356,436,959.

    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 1,751,639 shares
    Change vs previous 13F +172,513 shares

    7.16% of the 13F portfolio, value $349,434,464.

    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 1,579,126 shares
    Change vs previous 13F +82,934 shares

    7.43% of the 13F portfolio, value $348,923,681.

    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 1,496,192 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $330,493,851.

    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).