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CATALYST PRIVATE WEALTH, LLC: IOT position timeline

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

CATALYST PRIVATE WEALTH, LLC held 100,271 IOT 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 100,271 shares
    Change vs previous 13F -2,923 shares

    1.57% of the 13F portfolio, value $3,251,789.

    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 103,194 shares
    Change vs previous 13F -1,959 shares

    1.77% of the 13F portfolio, value $3,270,218.

    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 105,153 shares
    Change vs previous 13F -3,282 shares

    1.63% of the 13F portfolio, value $3,727,674.

    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 108,435 shares
    Change vs previous 13F +857 shares

    1.77% of the 13F portfolio, value $4,039,204.

    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 107,578 shares
    Change vs previous 13F -1,740 shares

    1.9% of the 13F portfolio, value $4,279,453.

    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 109,318 shares
    Change vs previous 13F -2,560 shares

    2.04% of the 13F portfolio, value $4,190,159.

    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 111,878 shares
    Change vs previous 13F -2,724 shares

    2.18% of the 13F portfolio, value $4,887,950.

    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 114,602 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $5,514,648.

    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).