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CASTLE WEALTH MANAGEMENT LLC: OUSM position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 105,822 OUSM 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 105,822 shares
    Change vs previous 13F +941 shares

    1.49% of the 13F portfolio, value $5,028,659.

    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 104,881 shares
    Change vs previous 13F +6,482 shares

    1.49% of the 13F portfolio, value $4,587,497.

    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 98,399 shares
    Change vs previous 13F -107 shares

    1.43% of the 13F portfolio, value $4,303,970.

    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 98,506 shares
    Change vs previous 13F +1,144 shares

    1.49% of the 13F portfolio, value $4,413,081.

    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 97,362 shares
    Change vs previous 13F +3,815 shares

    1.53% of the 13F portfolio, value $4,207,004.

    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 93,547 shares
    Change vs previous 13F +1,941 shares

    1.54% of the 13F portfolio, value $3,930,833.

    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 91,606 shares
    Change vs previous 13F +2,958 shares

    1.58% of the 13F portfolio, value $4,005,021.

    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 88,648 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,995,351.

    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).