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CASTLE WEALTH MANAGEMENT LLC: PEMX position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 131,176 PEMX 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 131,176 shares
    Change vs previous 13F -1,950 shares

    3.56% of the 13F portfolio, value $12,029,089.

    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 133,126 shares
    Change vs previous 13F +1,277 shares

    3.02% of the 13F portfolio, value $9,329,837.

    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 131,849 shares
    Change vs previous 13F -1,331 shares

    2.81% of the 13F portfolio, value $8,475,052.

    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 133,180 shares
    Change vs previous 13F +2,336 shares

    2.82% of the 13F portfolio, value $8,356,380.

    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 130,844 shares
    Change vs previous 13F +122,213 shares

    2.82% of the 13F portfolio, value $7,757,061.

    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 8,631 shares
    Change vs previous 13F -713 shares

    0.17% of the 13F portfolio, value $432,418.

    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 9,344 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $480,847.

    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).