Catalyst Private Wealth, LLC

SEC CIK: 0001831193
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

AFRM holding history

Affirm Holdings, Inc. in every 13F filed by Catalyst Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFRM overview All 13F holders of AFRM Full Q2 2026 holdings

Shares (Q2 2026): 125,224
Value: $10.2M
% of portfolio: 4.9%
Quarters held: 21; Since Q2 2021

Holdings of AFRM by Catalyst Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	125,224	$10.2M	4.9%	+327+0.3%	Added	Holders
Q1 2026	124,897	$5.72M	3.1%	−1,314−1.0%	Reduced	Holders
Q4 2025	126,211	$9.39M	4.1%	−2,534−2.0%	Reduced	Holders
Q3 2025	128,745	$9.41M	4.1%	−7,331−5.4%	Reduced	Holders
Q2 2025	136,076	$9.41M	4.2%	−1,775−1.3%	Reduced	Holders
Q1 2025	137,851	$6.23M	3.0%	−16,427−10.6%	Reduced	Holders
Q4 2024	154,278	$9.40M	4.2%	−14,757−8.7%	Reduced	Holders
Q3 2024	169,035	$6.90M	3.4%	+6,794+4.2%	Added	Holders
Q2 2024	162,241	$4.90M	2.6%	−2,237−1.4%	Reduced	Holders
Q1 2024	164,478	$6.13M	3.2%	−10,870−6.2%	Reduced	Holders
Q4 2023	175,348	$8.62M	4.0%	−29,132−14.2%	Reduced	Holders
Q3 2023	204,480	$4.35M	2.6%	+207+0.1%	Added	Holders
Q2 2023	204,273	$3.13M	2.0%	+2,510+1.2%	Added	Holders
Q1 2023	201,763	$2.27M	1.6%	+3,299+1.7%	Added	Holders
Q4 2022	198,464	$1.92M	1.6%	+140.0%	Added	Holders
Q3 2022	198,450	$3.72M	2.8%	−995−0.5%	Reduced	Holders
Q2 2022	199,445	$3.60M	2.5%	−4,133−2.0%	Reduced	Holders
Q1 2022	203,578	$9.42M	4.7%	+29,898+17.2%	Added	Holders
Q4 2021	173,680	$17.5M	7.5%	−12,424−6.7%	Reduced	Holders
Q3 2021	186,104	$22.2M	9.5%	−8,711−4.5%	Reduced	Holders
Q2 2021	194,815	$13.1M	7.3%	+194,815	New	Holders