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CATALYST FINANCIAL PARTNERS LLC: CRM position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 5,245 CRM 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 5,245 shares
    Change vs previous 13F -2,862 shares

    0.08% of the 13F portfolio, value $821,682.

    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 8,107 shares
    Change vs previous 13F +2,116 shares

    0.18% of the 13F portfolio, value $1,513,334.

    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 5,991 shares
    Change vs previous 13F +485 shares

    0.18% of the 13F portfolio, value $1,587,076.

    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 5,506 shares
    Change vs previous 13F -32 shares

    0.16% of the 13F portfolio, value $1,304,922.

    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 5,538 shares
    Change vs previous 13F +223 shares

    0.16% of the 13F portfolio, value $1,510,157.

    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 5,315 shares
    Change vs previous 13F +96 shares

    0.26% of the 13F portfolio, value $1,426,333.

    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 5,219 shares
    Change vs previous 13F +210 shares

    0.33% of the 13F portfolio, value $1,744,868.

    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 5,009 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,371,013.

    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).