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Castleview Partners, LLC: DFIV position timeline

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

Castleview Partners, LLC held 5,134 DFIV 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 5,134 shares
    Change vs previous 13F -76 shares

    0.13% of the 13F portfolio, value $286,786.

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

  2. period ended2026-06-30
    13F 5,210 shares
    Change vs previous 13F +182 shares

    0.12% of the 13F portfolio, value $281,445.

    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 5,028 shares
    Change vs previous 13F -129 shares

    0.14% of the 13F portfolio, value $265,378.

    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 5,157 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $257,334.

    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 5,135 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $236,826.

    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).