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Disclosery

CATALYST FINANCIAL PARTNERS LLC: CVS position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 5,760 CVS 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 5,760 shares
    Change vs previous 13F +490 shares

    0.06% of the 13F portfolio, value $595,872.

    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 5,270 shares
    Change vs previous 13F -1,386 shares

    0.04% of the 13F portfolio, value $378,491.

    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 6,656 shares
    Change vs previous 13F +1,750 shares

    0.06% of the 13F portfolio, value $528,220.

    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 4,906 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $369,863.

    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 4,801 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $331,173.

    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 4,756 shares
    Change vs previous 13F +4,756 shares

    0.06% of the 13F portfolio, value $322,219.

    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 0 shares
    Change vs previous 13F -4,402 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,402 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $276,798.

    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).