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CATALYST FINANCIAL PARTNERS LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CATALYST FINANCIAL PARTNERS LLC on ADI, newest first. How the timeline and the estimate are built.

CATALYST FINANCIAL PARTNERS LLC held 3,123 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,123 shares
    Change vs previous 13F +108 shares

    0.12% of the 13F portfolio, value $1,240,362.

    13F-HR 0001927537-26-000004 filed by CATALYST FINANCIAL PARTNERS 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 3,015 shares
    Change vs previous 13F +432 shares

    0.11% of the 13F portfolio, value $959,192.

    13F-HR 0001927537-26-000002 filed by CATALYST FINANCIAL PARTNERS 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 2,583 shares
    Change vs previous 13F +82 shares

    0.08% of the 13F portfolio, value $700,510.

    13F-HR 0001927537-26-000001 filed by CATALYST FINANCIAL PARTNERS 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 2,501 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $614,496.

    13F-HR 0001927537-25-000008 filed by CATALYST FINANCIAL PARTNERS 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 2,435 shares
    Change vs previous 13F -334 shares

    0.06% of the 13F portfolio, value $579,579.

    13F-HR 0001927537-25-000006 filed by CATALYST FINANCIAL PARTNERS 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 2,769 shares
    Change vs previous 13F +462 shares

    0.1% of the 13F portfolio, value $558,424.

    13F-HR 0001927537-25-000002 filed by CATALYST FINANCIAL PARTNERS 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 2,307 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $490,145.

    13F-HR 0001927537-25-000001 filed by CATALYST FINANCIAL PARTNERS 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 2,292 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $527,550.

    13F-HR 0001927537-24-000006 filed by CATALYST FINANCIAL PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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