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CATALYST PRIVATE WEALTH, LLC: AFRM position timeline

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

CATALYST PRIVATE WEALTH, LLC held 125,224 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,224 shares
    Change vs previous 13F +327 shares

    4.93% of the 13F portfolio, value $10,212,017.

    13F-HR 0001831193-26-000003 filed by CATALYST PRIVATE WEALTH, 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 124,897 shares
    Change vs previous 13F -1,314 shares

    3.1% of the 13F portfolio, value $5,722,781.

    13F-HR 0001831193-26-000002 filed by CATALYST PRIVATE WEALTH, 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 126,211 shares
    Change vs previous 13F -2,534 shares

    4.1% of the 13F portfolio, value $9,393,885.

    13F-HR 0001831193-26-000001 filed by CATALYST PRIVATE WEALTH, 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 128,745 shares
    Change vs previous 13F -7,331 shares

    4.13% of the 13F portfolio, value $9,408,685.

    13F-HR 0001831193-25-000009 filed by CATALYST PRIVATE WEALTH, 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 136,076 shares
    Change vs previous 13F -1,775 shares

    4.19% of the 13F portfolio, value $9,408,295.

    13F-HR 0001831193-25-000004 filed by CATALYST PRIVATE WEALTH, 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 137,851 shares
    Change vs previous 13F -16,427 shares

    3.03% of the 13F portfolio, value $6,229,487.

    13F-HR 0001831193-25-000003 filed by CATALYST PRIVATE WEALTH, 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 154,278 shares
    Change vs previous 13F -14,757 shares

    4.18% of the 13F portfolio, value $9,395,530.

    13F-HR 0001831193-25-000001 filed by CATALYST PRIVATE WEALTH, 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 169,035 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $6,900,009.

    13F-HR 0001831193-24-000007 filed by CATALYST PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).