Position in IOT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,251,788
-$18,429 QoQ
Shares Held
100,271
-2.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
#157
of 542 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CATALYST PRIVATE WEALTH, LLC holds $7,707,604 across 5 Software - Infrastructure names. IOT ranks #1 (42.2% of the industry book) .
All Filings in IOT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,251,788 | 100,271 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,270,217 | 103,194 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,727,673 | 105,153 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,039,203 | 108,435 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $4,279,452 | 107,578 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,190,158 | 109,318 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,887,949 | 111,878 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,514,648 | 114,602 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,030,587 | 119,602 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,519,759 | 119,602 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,042,384 | 121,102 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,100,174 | 122,974 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,407,637 | 122,975 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,546,325 | 129,124 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,974,903 | 158,882 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,943,378 | 161,009 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,848,590 | 165,496 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $1,028,826 | 36,600 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||