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CATALYST PRIVATE WEALTH, LLC: CPNG position timeline

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

CATALYST PRIVATE WEALTH, LLC held 12,204 CPNG 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 12,204 shares
    Change vs previous 13F -1,793 shares

    0.1% of the 13F portfolio, value $211,983.

    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 13,997 shares
    Change vs previous 13F +688 shares

    0.14% of the 13F portfolio, value $264,263.

    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 13,309 shares
    Change vs previous 13F +121 shares

    0.14% of the 13F portfolio, value $313,959.

    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 13,188 shares
    Change vs previous 13F +21 shares

    0.19% of the 13F portfolio, value $424,654.

    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 13,167 shares
    Change vs previous 13F -7,790 shares

    0.18% of the 13F portfolio, value $394,483.

    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 20,957 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $459,587.

    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 20,957 shares
    Change vs previous 13F -6,519 shares

    0.21% of the 13F portfolio, value $460,635.

    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 27,476 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $674,536.

    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).