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CASTLE WEALTH MANAGEMENT LLC: DFIV position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 94,801 DFIV 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 94,801 shares
    Change vs previous 13F +1,942 shares

    1.52% of the 13F portfolio, value $5,121,158.

    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 92,859 shares
    Change vs previous 13F +3,592 shares

    1.59% of the 13F portfolio, value $4,901,118.

    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 89,267 shares
    Change vs previous 13F +2,624 shares

    1.48% of the 13F portfolio, value $4,454,444.

    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 86,643 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,995,981.

    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).