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CATALYST FINANCIAL PARTNERS LLC: SMMD position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 172,778 SMMD 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 172,778 shares
    Change vs previous 13F +8,586 shares

    1.57% of the 13F portfolio, value $15,831,693.

    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 164,192 shares
    Change vs previous 13F +35,937 shares

    1.48% of the 13F portfolio, value $12,536,058.

    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 128,255 shares
    Change vs previous 13F +33,107 shares

    1.07% of the 13F portfolio, value $9,611,457.

    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 95,148 shares
    Change vs previous 13F +6,965 shares

    0.85% of the 13F portfolio, value $7,015,283.

    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 88,183 shares
    Change vs previous 13F +23,907 shares

    0.65% of the 13F portfolio, value $5,977,049.

    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 64,276 shares
    Change vs previous 13F +14,109 shares

    0.74% of the 13F portfolio, value $4,019,815.

    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 50,167 shares
    Change vs previous 13F +6,193 shares

    0.64% of the 13F portfolio, value $3,411,361.

    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).

  8. period ended2024-09-30
    13F 43,974 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,978,359.

    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).