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CASTLE WEALTH MANAGEMENT LLC: TFLR position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 267,075 TFLR 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 267,075 shares
    Change vs previous 13F +388 shares

    3.99% of the 13F portfolio, value $13,463,274.

    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 266,687 shares
    Change vs previous 13F +11,748 shares

    4.35% of the 13F portfolio, value $13,430,335.

    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 254,939 shares
    Change vs previous 13F +8,865 shares

    4.34% of the 13F portfolio, value $13,104,954.

    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 246,074 shares
    Change vs previous 13F +12,956 shares

    4.27% of the 13F portfolio, value $12,661,722.

    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 233,118 shares
    Change vs previous 13F +6,105 shares

    4.35% of the 13F portfolio, value $11,989,270.

    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 227,013 shares
    Change vs previous 13F +1,421 shares

    4.54% of the 13F portfolio, value $11,586,759.

    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 225,592 shares
    Change vs previous 13F +12,725 shares

    4.59% of the 13F portfolio, value $11,660,395.

    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 212,867 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $10,990,338.

    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).