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CATALYST FINANCIAL PARTNERS LLC: WM position timeline

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

CATALYST FINANCIAL PARTNERS LLC held 2,525 WM 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 2,525 shares
    Change vs previous 13F +214 shares

    0.06% of the 13F portfolio, value $562,772.

    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 2,311 shares
    Change vs previous 13F +107 shares

    0.06% of the 13F portfolio, value $531,045.

    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 2,204 shares
    Change vs previous 13F -109 shares

    0.05% of the 13F portfolio, value $484,241.

    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 2,313 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $510,780.

    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 2,388 shares
    Change vs previous 13F -142 shares

    0.06% of the 13F portfolio, value $546,422.

    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 2,530 shares
    Change vs previous 13F +491 shares

    0.11% of the 13F portfolio, value $585,720.

    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 2,039 shares
    Change vs previous 13F +48 shares

    0.08% of the 13F portfolio, value $411,450.

    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 1,991 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $413,332.

    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).