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CASTLE WEALTH MANAGEMENT LLC: INDS position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 83,096 INDS 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 83,096 shares
    Change vs previous 13F -318 shares

    0.99% of the 13F portfolio, value $3,341,222.

    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 83,414 shares
    Change vs previous 13F +12,014 shares

    0.99% of the 13F portfolio, value $3,064,929.

    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 71,400 shares
    Change vs previous 13F +3,034 shares

    0.89% of the 13F portfolio, value $2,679,017.

    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 68,366 shares
    Change vs previous 13F +2,155 shares

    0.86% of the 13F portfolio, value $2,544,076.

    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 66,211 shares
    Change vs previous 13F +3,986 shares

    0.89% of the 13F portfolio, value $2,449,368.

    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 62,225 shares
    Change vs previous 13F +2,568 shares

    0.9% of the 13F portfolio, value $2,300,456.

    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 59,657 shares
    Change vs previous 13F -11,484 shares

    0.84% of the 13F portfolio, value $2,130,733.

    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 71,141 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,102,939.

    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).