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CASTLE WEALTH MANAGEMENT LLC: BINC position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 119,942 BINC 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 119,942 shares
    Change vs previous 13F +7,718 shares

    1.86% of the 13F portfolio, value $6,277,761.

    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 112,224 shares
    Change vs previous 13F +24,311 shares

    1.89% of the 13F portfolio, value $5,827,776.

    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 87,913 shares
    Change vs previous 13F +27,496 shares

    1.54% of the 13F portfolio, value $4,639,179.

    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 60,417 shares
    Change vs previous 13F +17,307 shares

    1.09% of the 13F portfolio, value $3,216,627.

    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 43,110 shares
    Change vs previous 13F +7,186 shares

    0.83% of the 13F portfolio, value $2,277,920.

    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 35,924 shares
    Change vs previous 13F -416 shares

    0.74% of the 13F portfolio, value $1,881,684.

    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 36,340 shares
    Change vs previous 13F +28,904 shares

    0.74% of the 13F portfolio, value $1,890,404.

    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 7,436 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $398,070.

    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).