Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$385,952
-$10,972 QoQ
Shares Held
1,400
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,083
of 1,682 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $4,936,863 across 5 Healthcare Plans names. CI ranks #4 (7.8% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,952 | 1,400 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $396,924 | 1,488 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $294,496 | 1,070 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $300,068 | 1,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $366,282 | 1,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $362,558 | 1,102 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $276,692 | 1,002 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $349,904 | 1,010 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $306,438 | 927 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $288,009 | 793 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $235,966 | 788 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $206,542 | 722 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||