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Castleview Partners, LLC: EXPD position timeline

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

Castleview Partners, LLC held 2,676 EXPD 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 2,676 shares
    Change vs previous 13F -420 shares

    0.22% of the 13F portfolio, value $494,097.

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

  2. period ended2026-06-30
    13F 3,096 shares
    Change vs previous 13F +123 shares

    0.22% of the 13F portfolio, value $504,586.

    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 2,973 shares
    Change vs previous 13F -187 shares

    0.22% of the 13F portfolio, value $425,823.

    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 3,160 shares
    Change vs previous 13F +215 shares

    0.23% of the 13F portfolio, value $470,872.

    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 2,945 shares
    Change vs previous 13F -276 shares

    0.2% of the 13F portfolio, value $361,028.

    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 3,221 shares
    Change vs previous 13F -22 shares

    0.24% of the 13F portfolio, value $367,999.

    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 3,243 shares
    Change vs previous 13F -290 shares

    0.26% of the 13F portfolio, value $389,970.

    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 3,533 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $388,700.

    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).