Position in AFRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,212,017
+$4,489,237 QoQ
Shares Held
125,224
+0.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
15.09%
of 13F equity value
Holder Rank
#127
of 654 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CATALYST PRIVATE WEALTH, LLC holds $10,598,757 across 2 Credit Services names. AFRM ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
This page
|
125,224 | $10,212,017 | |
| 2 | MA |
Mastercard Inc
|
753 | $386,740 |
All Filings in AFRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,212,017 | 125,224 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,722,780 | 124,897 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,393,884 | 126,211 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,408,684 | 128,745 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,408,294 | 136,076 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,229,486 | 137,851 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,395,530 | 154,278 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,900,008 | 169,035 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,901,300 | 162,241 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,128,450 | 164,478 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $8,616,600 | 175,348 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $4,349,289 | 204,480 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,131,505 | 204,273 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,273,869 | 201,763 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,919,146 | 198,464 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,722,922 | 198,450 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,601,976 | 199,445 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,421,589 | 203,578 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,465,260 | 173,680 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $22,170,569 | 186,104 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,120,790 | 194,815 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||