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Disclosery

Castleview Partners, LLC: CLOI position timeline

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

Castleview Partners, LLC held 8,376 CLOI 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 8,376 shares
    Change vs previous 13F -3,312 shares

    0.19% of the 13F portfolio, value $443,677.

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

  2. period ended2026-06-30
    13F 11,688 shares
    Change vs previous 13F -6,483 shares

    0.27% of the 13F portfolio, value $618,880.

    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 18,171 shares
    Change vs previous 13F +3,306 shares

    0.49% of the 13F portfolio, value $957,612.

    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 14,865 shares
    Change vs previous 13F -1,804 shares

    0.39% of the 13F portfolio, value $785,021.

    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 16,669 shares
    Change vs previous 13F -22,172 shares

    0.48% of the 13F portfolio, value $885,124.

    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 38,841 shares
    Change vs previous 13F -4,928 shares

    1.32% of the 13F portfolio, value $2,056,631.

    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 43,769 shares
    Change vs previous 13F +5,936 shares

    1.57% of the 13F portfolio, value $2,312,753.

    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 37,833 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,996,825.

    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).