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Castleview Partners, LLC: IBM position timeline

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

Castleview Partners, LLC held 3,053 IBM 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 3,053 shares
    Change vs previous 13F +540 shares

    0.29% of the 13F portfolio, value $671,488.

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

  2. period ended2026-06-30
    13F 2,513 shares
    Change vs previous 13F +592 shares

    0.31% of the 13F portfolio, value $706,849.

    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 1,921 shares
    Change vs previous 13F +230 shares

    0.24% of the 13F portfolio, value $465,631.

    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 1,691 shares
    Change vs previous 13F +246 shares

    0.25% of the 13F portfolio, value $500,891.

    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 1,445 shares
    Change vs previous 13F +108 shares

    0.22% of the 13F portfolio, value $407,721.

    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 1,337 shares
    Change vs previous 13F +65 shares

    0.25% of the 13F portfolio, value $394,121.

    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 1,272 shares
    Change vs previous 13F -336 shares

    0.21% of the 13F portfolio, value $316,295.

    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 1,608 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $353,663.

    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).