Skip to content
Disclosery

CATALYST PRIVATE WEALTH, LLC: IUSG position timeline

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

CATALYST PRIVATE WEALTH, LLC held 9,438 IUSG 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 9,438 shares
    Change vs previous 13F -338 shares

    0.86% of the 13F portfolio, value $1,775,193.

    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 9,776 shares
    Change vs previous 13F +2,159 shares

    0.82% of the 13F portfolio, value $1,516,355.

    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 7,617 shares
    Change vs previous 13F -255 shares

    0.56% of the 13F portfolio, value $1,279,199.

    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 7,872 shares
    Change vs previous 13F -588 shares

    0.57% of the 13F portfolio, value $1,295,259.

    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 8,460 shares
    Change vs previous 13F +4,550 shares

    0.57% of the 13F portfolio, value $1,272,384.

    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 3,910 shares
    Change vs previous 13F +2,254 shares

    0.24% of the 13F portfolio, value $496,883.

    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 1,656 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $230,764.

    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 1,653 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $218,047.

    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).