Skip to content
Disclosery

CASTLE WEALTH MANAGEMENT LLC: SMIG position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 214,231 SMIG 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 214,231 shares
    Change vs previous 13F -6,085 shares

    2.08% of the 13F portfolio, value $7,028,911.

    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 220,316 shares
    Change vs previous 13F +3,757 shares

    2.1% of the 13F portfolio, value $6,466,262.

    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 216,559 shares
    Change vs previous 13F -616 shares

    2.07% of the 13F portfolio, value $6,245,487.

    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 217,175 shares
    Change vs previous 13F +190 shares

    2.17% of the 13F portfolio, value $6,442,385.

    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 216,985 shares
    Change vs previous 13F +13,815 shares

    2.28% of the 13F portfolio, value $6,269,439.

    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 203,170 shares
    Change vs previous 13F -2,382 shares

    2.27% of the 13F portfolio, value $5,804,688.

    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 205,552 shares
    Change vs previous 13F -15,893 shares

    2.36% of the 13F portfolio, value $5,995,360.

    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 221,445 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $6,487,293.

    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).