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CASTLE WEALTH MANAGEMENT LLC: CGTX position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 0 CGTX shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -44,005 shares

    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).

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

  2. period ended2025-12-31
    13F 44,005 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $59,407.

    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).

  3. period ended2025-09-30
    13F 44,005 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $59,407.

    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).

  4. period ended2025-06-30
    13F 44,005 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $13,633.

    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).

  5. period ended2025-03-31
    13F 43,380 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $18,255.

    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).

  6. period ended2024-12-31
    13F 43,380 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,423.

    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).

  7. period ended2024-09-30
    13F 43,380 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,328.

    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).