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Disclosery

Castleview Partners, LLC: CLOB position timeline

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

Castleview Partners, LLC held 13,439 CLOB 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 13,439 shares
    Change vs previous 13F -2,714 shares

    0.3% of the 13F portfolio, value $677,182.

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

  2. period ended2026-06-30
    13F 16,153 shares
    Change vs previous 13F +1,909 shares

    0.36% of the 13F portfolio, value $815,959.

    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 14,244 shares
    Change vs previous 13F -15,587 shares

    0.36% of the 13F portfolio, value $711,982.

    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 29,831 shares
    Change vs previous 13F -11,533 shares

    0.75% of the 13F portfolio, value $1,511,394.

    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 41,364 shares
    Change vs previous 13F +5,355 shares

    1.15% of the 13F portfolio, value $2,109,014.

    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 36,009 shares
    Change vs previous 13F -3,257 shares

    1.18% of the 13F portfolio, value $1,829,977.

    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 39,266 shares
    Change vs previous 13F +1,620 shares

    1.35% of the 13F portfolio, value $1,989,697.

    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 37,646 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,906,016.

    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).