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Catalyst Capital Advisors LLC: USMV position timeline

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

Catalyst Capital Advisors LLC held 4,455,291 USMV 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 4,455,291 shares
    Change vs previous 13F +212,694 shares

    7.13% of the 13F portfolio, value $429,757,370.

    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 4,242,597 shares
    Change vs previous 13F +489,637 shares

    7.33% of the 13F portfolio, value $393,458,446.

    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 3,752,960 shares
    Change vs previous 13F 0 shares

    7.26% of the 13F portfolio, value $353,378,714.

    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 3,752,960 shares
    Change vs previous 13F +190,646 shares

    7.2% of the 13F portfolio, value $357,056,614.

    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 3,562,314 shares
    Change vs previous 13F -193,188 shares

    6.75% of the 13F portfolio, value $334,394,415.

    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 3,755,502 shares
    Change vs previous 13F +104,095 shares

    7.2% of the 13F portfolio, value $351,740,317.

    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 3,651,407 shares
    Change vs previous 13F +180,849 shares

    6.91% of the 13F portfolio, value $324,208,428.

    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 3,470,558 shares
    Change vs previous 13F not available

    7.14% of the 13F portfolio, value $316,896,651.

    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).