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CASTLE WEALTH MANAGEMENT LLC: TBLL position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 226,266 TBLL 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 226,266 shares
    Change vs previous 13F -18,720 shares

    7.08% of the 13F portfolio, value $23,886,883.

    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 244,986 shares
    Change vs previous 13F -32,552 shares

    8.38% of the 13F portfolio, value $25,858,300.

    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 277,538 shares
    Change vs previous 13F -4,665 shares

    9.71% of the 13F portfolio, value $29,321,916.

    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 282,203 shares
    Change vs previous 13F -51,629 shares

    10.06% of the 13F portfolio, value $29,811,907.

    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 333,832 shares
    Change vs previous 13F +12,076 shares

    12.8% of the 13F portfolio, value $35,232,679.

    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 321,756 shares
    Change vs previous 13F +10,321 shares

    13.3% of the 13F portfolio, value $33,956,507.

    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 311,435 shares
    Change vs previous 13F +66,222 shares

    12.94% of the 13F portfolio, value $32,887,499.

    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 245,213 shares
    Change vs previous 13F not available

    10.35% of the 13F portfolio, value $25,909,240.

    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).