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CASTLE WEALTH MANAGEMENT LLC: COST position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 1,111 COST 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 1,111 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $1,038,857.

    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 1,109 shares
    Change vs previous 13F -44 shares

    0.36% of the 13F portfolio, value $1,105,527.

    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 1,153 shares
    Change vs previous 13F -18 shares

    0.33% of the 13F portfolio, value $994,604.

    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 1,171 shares
    Change vs previous 13F +25 shares

    0.37% of the 13F portfolio, value $1,084,149.

    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 1,146 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,134,628.

    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 1,141 shares
    Change vs previous 13F +96 shares

    0.42% of the 13F portfolio, value $1,079,263.

    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 1,045 shares
    Change vs previous 13F -134 shares

    0.38% of the 13F portfolio, value $957,607.

    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 1,179 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,045,289.

    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).