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CATALYST FINANCIAL PARTNERS LLC: AGG position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 297,735 AGG 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 297,735 shares
    Change vs previous 13F +23,737 shares

    2.92% of the 13F portfolio, value $29,469,796.

    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 273,998 shares
    Change vs previous 13F +22,540 shares

    3.21% of the 13F portfolio, value $27,199,821.

    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 251,458 shares
    Change vs previous 13F +24,976 shares

    2.8% of the 13F portfolio, value $25,115,664.

    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 226,482 shares
    Change vs previous 13F -6,842 shares

    2.74% of the 13F portfolio, value $22,704,860.

    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 233,324 shares
    Change vs previous 13F +35,003 shares

    2.53% of the 13F portfolio, value $23,145,780.

    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 198,321 shares
    Change vs previous 13F +9,177 shares

    3.61% of the 13F portfolio, value $19,617,952.

    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 189,144 shares
    Change vs previous 13F +4,299 shares

    3.45% of the 13F portfolio, value $18,328,092.

    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 184,845 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $18,719,293.

    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).