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Castleview Partners, LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castleview Partners, LLC on BUFD, newest first. How the timeline and the estimate are built.

Castleview Partners, LLC held 19,053 BUFD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,053 shares
    Change vs previous 13F -2,488 shares

    0.25% of the 13F portfolio, value $578,640.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,541 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $640,198.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 21,537 shares
    Change vs previous 13F +1,144 shares

    0.31% of the 13F portfolio, value $603,036.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 20,393 shares
    Change vs previous 13F -1,449 shares

    0.29% of the 13F portfolio, value $575,898.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 21,842 shares
    Change vs previous 13F -6,610 shares

    0.33% of the 13F portfolio, value $603,713.

    13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 28,452 shares
    Change vs previous 13F -82 shares

    0.49% of the 13F portfolio, value $755,685.

    13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 28,534 shares
    Change vs previous 13F -482 shares

    0.48% of the 13F portfolio, value $711,923.

    13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 29,016 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $738,457.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).