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CASTLE WEALTH MANAGEMENT LLC: RQI position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 301,114 RQI 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 301,114 shares
    Change vs previous 13F +20,325 shares

    1.1% of the 13F portfolio, value $3,706,710.

    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 280,789 shares
    Change vs previous 13F +36,650 shares

    1.1% of the 13F portfolio, value $3,383,512.

    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 244,139 shares
    Change vs previous 13F -6,119 shares

    0.92% of the 13F portfolio, value $2,788,072.

    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 250,258 shares
    Change vs previous 13F +3,329 shares

    1.05% of the 13F portfolio, value $3,120,724.

    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 246,929 shares
    Change vs previous 13F +3,883 shares

    1.12% of the 13F portfolio, value $3,074,265.

    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 243,046 shares
    Change vs previous 13F +8,548 shares

    1.2% of the 13F portfolio, value $3,052,655.

    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 234,498 shares
    Change vs previous 13F +3,762 shares

    1.13% of the 13F portfolio, value $2,870,256.

    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 230,736 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,269,534.

    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).