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CASTLE WEALTH MANAGEMENT LLC: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASTLE WEALTH MANAGEMENT LLC on AMGN, newest first. How the timeline and the estimate are built.

CASTLE WEALTH MANAGEMENT LLC held 3,594 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,594 shares
    Change vs previous 13F +181 shares

    0.39% of the 13F portfolio, value $1,301,367.

    13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    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 3,413 shares
    Change vs previous 13F -38 shares

    0.39% of the 13F portfolio, value $1,200,925.

    13F-HR 0001936420-26-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    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 3,451 shares
    Change vs previous 13F -675 shares

    0.37% of the 13F portfolio, value $1,129,455.

    13F-HR 0001936420-26-000001 filed by CASTLE WEALTH MANAGEMENT LLC
    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 4,126 shares
    Change vs previous 13F +114 shares

    0.39% of the 13F portfolio, value $1,164,384.

    13F-HR 0001936420-25-000008 filed by CASTLE WEALTH MANAGEMENT LLC
    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 4,012 shares
    Change vs previous 13F +184 shares

    0.41% of the 13F portfolio, value $1,120,202.

    13F-HR 0001936420-25-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    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 3,828 shares
    Change vs previous 13F +147 shares

    0.47% of the 13F portfolio, value $1,192,542.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    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 3,681 shares
    Change vs previous 13F +177 shares

    0.38% of the 13F portfolio, value $959,335.

    13F-HR 0001936420-25-000001 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,504 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,128,864.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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