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CASTLE WEALTH MANAGEMENT LLC: WTPI position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 284,265 WTPI 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 284,265 shares
    Change vs previous 13F +8,657 shares

    2.76% of the 13F portfolio, value $9,321,063.

    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 275,608 shares
    Change vs previous 13F +5,664 shares

    2.85% of the 13F portfolio, value $8,794,662.

    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 269,944 shares
    Change vs previous 13F +7,392 shares

    2.95% of the 13F portfolio, value $8,913,561.

    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 262,552 shares
    Change vs previous 13F +10,912 shares

    2.95% of the 13F portfolio, value $8,735,096.

    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 251,640 shares
    Change vs previous 13F +16,573 shares

    2.93% of the 13F portfolio, value $8,062,531.

    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 235,067 shares
    Change vs previous 13F +13,323 shares

    2.87% of the 13F portfolio, value $7,319,975.

    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 221,744 shares
    Change vs previous 13F +17,107 shares

    2.88% of the 13F portfolio, value $7,310,045.

    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 204,637 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,773,497.

    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).