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CATALYST PRIVATE WEALTH, LLC: TLT position timeline

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

CATALYST PRIVATE WEALTH, LLC held 9,674 TLT 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 9,674 shares
    Change vs previous 13F +1,305 shares

    0.4% of the 13F portfolio, value $836,027.

    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 8,369 shares
    Change vs previous 13F -377 shares

    0.39% of the 13F portfolio, value $725,509.

    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 8,746 shares
    Change vs previous 13F -61 shares

    0.33% of the 13F portfolio, value $762,301.

    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 8,807 shares
    Change vs previous 13F -8,095 shares

    0.35% of the 13F portfolio, value $787,082.

    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 16,902 shares
    Change vs previous 13F +1,121 shares

    0.66% of the 13F portfolio, value $1,491,602.

    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 15,781 shares
    Change vs previous 13F -2,575 shares

    0.7% of the 13F portfolio, value $1,436,544.

    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 18,356 shares
    Change vs previous 13F +8,871 shares

    0.71% of the 13F portfolio, value $1,603,029.

    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 9,485 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $930,479.

    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).