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Castleview Partners, LLC: HD position timeline

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

Castleview Partners, LLC held 18,265 HD 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 18,265 shares
    Change vs previous 13F +4,371 shares

    2.28% of the 13F portfolio, value $5,196,347.

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

  2. period ended2026-06-30
    13F 13,894 shares
    Change vs previous 13F +2,821 shares

    2.15% of the 13F portfolio, value $4,900,313.

    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 11,073 shares
    Change vs previous 13F -3,097 shares

    1.87% of the 13F portfolio, value $3,641,799.

    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 14,170 shares
    Change vs previous 13F +3,232 shares

    2.42% of the 13F portfolio, value $4,875,897.

    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 10,938 shares
    Change vs previous 13F +5,629 shares

    2.41% of the 13F portfolio, value $4,431,968.

    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 5,309 shares
    Change vs previous 13F +1,474 shares

    1.25% of the 13F portfolio, value $1,946,492.

    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 3,835 shares
    Change vs previous 13F -1,877 shares

    0.95% of the 13F portfolio, value $1,405,488.

    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 5,712 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,218,883.

    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).