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CASTLE WEALTH MANAGEMENT LLC: DIVI position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 119,398 DIVI 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 119,398 shares
    Change vs previous 13F -2,835 shares

    1.51% of the 13F portfolio, value $5,100,702.

    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 122,233 shares
    Change vs previous 13F +498 shares

    1.58% of the 13F portfolio, value $4,866,114.

    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 121,735 shares
    Change vs previous 13F -4,942 shares

    1.57% of the 13F portfolio, value $4,734,273.

    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 126,677 shares
    Change vs previous 13F -483 shares

    1.6% of the 13F portfolio, value $4,726,330.

    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 127,160 shares
    Change vs previous 13F +2,608 shares

    1.65% of the 13F portfolio, value $4,531,968.

    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 124,552 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,059,150.

    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).