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Disclosery

Castleview Partners, LLC: EQAL position timeline

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

Castleview Partners, LLC held 5,557 EQAL 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 5,557 shares
    Change vs previous 13F -63 shares

    0.14% of the 13F portfolio, value $318,250.

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

  2. period ended2026-06-30
    13F 5,620 shares
    Change vs previous 13F +172 shares

    0.15% of the 13F portfolio, value $333,006.

    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 5,448 shares
    Change vs previous 13F -103 shares

    0.15% of the 13F portfolio, value $300,185.

    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 5,551 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $292,205.

    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 5,526 shares
    Change vs previous 13F -1,648 shares

    0.16% of the 13F portfolio, value $287,352.

    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 7,174 shares
    Change vs previous 13F -2,684 shares

    0.23% of the 13F portfolio, value $353,248.

    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 9,858 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $465,889.

    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).