CATALYST PRIVATE WEALTH, LLC

Business address
3 East Third Ave., Office 323, San Mateo, CA, 94401
Top securities (13F)
TEAM, IVV, ITOT, ALLW, AFRM, DASH, IXUS, META, VXUS, VUG, VTV, SPY, IOT, SPLG, ACWI, PLTR, DFAU, IUSV, AAPL, and MSFT
State of incorporation
CA
Fiscal year end
31 December
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CATALYST PRIVATE WEALTH, LLC has filed 24 SEC EDGAR filings since 19 Nov 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Oct 2025 30 Sep 2025 028-20411
N-PX Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-20411
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-20411
13F-HR Open Document Open Filing 08 Apr 2025 31 Mar 2025 028-20411
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-20411
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-20411
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-20411
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-20411
13F-HR Open Document Open Filing 11 Apr 2024 31 Mar 2024 028-20411
13F-HR Open Document Open Filing 08 Jan 2024 31 Dec 2023 028-20411
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-20411
13F-HR Open Document Open Filing 18 Jul 2023 30 Jun 2023 028-20411
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-20411
13F-HR Open Document Open Filing 23 Jan 2023 31 Dec 2022 028-20411
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-20411
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-20411
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-20411
13F-HR Open Document Open Filing 18 Jan 2022 31 Dec 2021 028-20411
13F-HR/A Open Document Open Filing 22 Oct 2021 30 Sep 2021 028-20411
13F-HR Open Document Open Filing 20 Oct 2021 30 Sep 2021 028-20411
13F-HR Open Document Open Filing 19 Jul 2021 30 Jun 2021 028-20411
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-20411
13F-HR Open Document Open Filing 05 Mar 2021 31 Dec 2020 028-20411
13F-HR Open Document Open Filing 19 Nov 2020 30 Sep 2020 028-20411