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CATALYST FINANCIAL PARTNERS LLC: HTRB position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 750,389 HTRB 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 750,389 shares
    Change vs previous 13F +38,991 shares

    2.51% of the 13F portfolio, value $25,314,383.

    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 711,398 shares
    Change vs previous 13F +55,162 shares

    2.83% of the 13F portfolio, value $24,002,557.

    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 656,236 shares
    Change vs previous 13F +46,183 shares

    2.5% of the 13F portfolio, value $22,410,464.

    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 610,053 shares
    Change vs previous 13F +46,145 shares

    2.52% of the 13F portfolio, value $20,918,703.

    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 563,908 shares
    Change vs previous 13F +45,173 shares

    2.08% of the 13F portfolio, value $19,099,568.

    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 518,735 shares
    Change vs previous 13F +247,107 shares

    3.23% of the 13F portfolio, value $17,564,367.

    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 271,628 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $9,053,361.

    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).