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Disclosery

Castleview Partners, LLC: DOCT position timeline

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

Castleview Partners, LLC held 32,358 DOCT 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 32,358 shares
    Change vs previous 13F +68 shares

    0.68% of the 13F portfolio, value $1,554,647.

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

  2. period ended2026-06-30
    13F 32,290 shares
    Change vs previous 13F -558 shares

    0.66% of the 13F portfolio, value $1,507,297.

    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 32,848 shares
    Change vs previous 13F -193 shares

    0.73% of the 13F portfolio, value $1,426,526.

    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 33,041 shares
    Change vs previous 13F +3,222 shares

    0.73% of the 13F portfolio, value $1,463,386.

    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 29,819 shares
    Change vs previous 13F -115 shares

    0.7% of the 13F portfolio, value $1,288,273.

    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 29,934 shares
    Change vs previous 13F -5,204 shares

    0.79% of the 13F portfolio, value $1,229,335.

    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 35,138 shares
    Change vs previous 13F -4,530 shares

    0.91% of the 13F portfolio, value $1,347,542.

    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 39,668 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,560,935.

    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).