CATALYST PRIVATE WEALTH, LLC

Position in XYZ — Block, Inc.

CIK 1831193 SAN MATEO, CA

Position in XYZ

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$224,884

-$27,196 QoQ

Shares Held

2,959

+59.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#738

of 1,079 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CATALYST PRIVATE WEALTH, LLC holds $7,707,604 across 5 Software - Infrastructure names. XYZ ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IOT	Samsara Inc.	100,271	$3,251,788
2	MSFT	Microsoft Corp	5,745	$2,142,999
3	PLTR	Palantir Technologies Inc.	16,037	$1,871,036
4	XYZ	Block, Inc. This page	2,959	$224,884
5	CRWV	CoreWeave, Inc.	2,179	$216,897

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,884	2,959	+59.2%	Shares	Sole	2026-07-21
2022-03-31	$252,080	1,859	-28.6%	Shares	Sole	2022-04-18
2021-12-31	$420,249	2,602	-3.9%	Shares	Sole	2022-01-18
2021-09-30	$649,246	2,707	+0.5%	Shares	Sole	2021-10-22
2021-06-30	$656,797	2,694	+36.3%	Shares	Sole	2021-07-19
2021-03-31	$448,877	1,977	+15.8%	Shares	Sole	2021-05-13
2020-12-31	$371,511	1,707	0.0%	Shares	Sole	2021-03-05
2020-09-30	$277,472	1,707	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.