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CATALYST PRIVATE WEALTH, LLC: DFAU position timeline

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

CATALYST PRIVATE WEALTH, LLC held 67,068 DFAU 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 67,068 shares
    Change vs previous 13F -3,239 shares

    1.67% of the 13F portfolio, value $3,466,745.

    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 70,307 shares
    Change vs previous 13F -1,224 shares

    1.72% of the 13F portfolio, value $3,172,252.

    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 71,531 shares
    Change vs previous 13F -3,759 shares

    1.46% of the 13F portfolio, value $3,347,651.

    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 75,290 shares
    Change vs previous 13F -9,610 shares

    1.51% of the 13F portfolio, value $3,445,270.

    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 84,900 shares
    Change vs previous 13F -11,377 shares

    1.6% of the 13F portfolio, value $3,596,364.

    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 96,277 shares
    Change vs previous 13F -23,406 shares

    1.8% of the 13F portfolio, value $3,700,888.

    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 119,683 shares
    Change vs previous 13F +2,764 shares

    2.16% of the 13F portfolio, value $4,845,965.

    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 116,919 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,640,515.

    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).