Skip to content
Disclosery

CATALYST FINANCIAL PARTNERS LLC: IWM position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 6,958 IWM 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 6,958 shares
    Change vs previous 13F +1,042 shares

    0.21% of the 13F portfolio, value $2,090,531.

    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 5,916 shares
    Change vs previous 13F -358 shares

    0.17% of the 13F portfolio, value $1,467,168.

    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 6,274 shares
    Change vs previous 13F +697 shares

    0.17% of the 13F portfolio, value $1,544,408.

    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 5,577 shares
    Change vs previous 13F +310 shares

    0.16% of the 13F portfolio, value $1,349,411.

    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 5,267 shares
    Change vs previous 13F -35 shares

    0.12% of the 13F portfolio, value $1,136,566.

    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 5,302 shares
    Change vs previous 13F +55 shares

    0.19% of the 13F portfolio, value $1,057,696.

    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 5,247 shares
    Change vs previous 13F -37 shares

    0.22% of the 13F portfolio, value $1,159,377.

    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 5,284 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,167,183.

    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).