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Disclosery

Castellan Group: SPY position timeline

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

Castellan Group held 900 SPY 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 900 shares
    Change vs previous 13F -2,700 shares

    0.07% of the 13F portfolio, value $672,093.

    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).

  2. period ended2026-03-31
    13F 3,600 shares
    Change vs previous 13F -7,309 shares

    0.32% of the 13F portfolio, value $2,341,224.

    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 10,909 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,439,065.

    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).