Skip to content

CATALYST PRIVATE WEALTH, LLC: IXUS position timeline

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

CATALYST PRIVATE WEALTH, LLC held 94,206 IXUS 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 94,206 shares
    Change vs previous 13F -5,364 shares

    4.34% of the 13F portfolio, value $8,990,977.

    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 99,570 shares
    Change vs previous 13F +409 shares

    4.67% of the 13F portfolio, value $8,626,705.

    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 99,161 shares
    Change vs previous 13F -186 shares

    3.67% of the 13F portfolio, value $8,392,988.

    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 99,347 shares
    Change vs previous 13F -37,829 shares

    3.6% of the 13F portfolio, value $8,204,076.

    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 137,176 shares
    Change vs previous 13F -7,645 shares

    4.72% of the 13F portfolio, value $10,605,077.

    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 144,821 shares
    Change vs previous 13F +92,097 shares

    4.92% of the 13F portfolio, value $10,109,955.

    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 52,724 shares
    Change vs previous 13F +50 shares

    1.55% of the 13F portfolio, value $3,487,166.

    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 52,674 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,825,713.

    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).