Skip to content
Disclosery

CASTLE WEALTH MANAGEMENT LLC: GDX position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 35,829 GDX 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 35,829 shares
    Change vs previous 13F +126 shares

    0.8% of the 13F portfolio, value $2,703,334.

    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 35,703 shares
    Change vs previous 13F -3,546 shares

    1.06% of the 13F portfolio, value $3,276,508.

    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 39,249 shares
    Change vs previous 13F -8,335 shares

    1.12% of the 13F portfolio, value $3,366,428.

    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 47,584 shares
    Change vs previous 13F -4,256 shares

    1.23% of the 13F portfolio, value $3,635,386.

    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 51,840 shares
    Change vs previous 13F -8,547 shares

    0.98% of the 13F portfolio, value $2,698,769.

    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 60,387 shares
    Change vs previous 13F -2,542 shares

    1.09% of the 13F portfolio, value $2,775,971.

    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 62,929 shares
    Change vs previous 13F -79 shares

    0.84% of the 13F portfolio, value $2,133,909.

    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 63,008 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,508,980.

    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).