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Disclosery

Castellan Group: ES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castellan Group on ES, newest first. How the timeline and the estimate are built.

Castellan Group held 0 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -65,923 shares

    13F-HR 0001832521-26-000003 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 65,923 shares
    Change vs previous 13F +5,860 shares

    0.63% of the 13F portfolio, value $4,567,145.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,063 shares
    Change vs previous 13F +2,437 shares

    0.51% of the 13F portfolio, value $4,044,042.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,626 shares
    Change vs previous 13F +1,801 shares

    0.6% of the 13F portfolio, value $4,099,514.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 55,825 shares
    Change vs previous 13F +3,495 shares

    0.65% of the 13F portfolio, value $3,551,587.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,330 shares
    Change vs previous 13F -9,706 shares

    0.91% of the 13F portfolio, value $3,250,216.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,036 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,562,727.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).