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Disclosery

Castleview Partners, LLC: IWF position timeline

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

Castleview Partners, LLC held 9,181 IWF 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 9,181 shares
    Change vs previous 13F -10 shares

    0.5% of the 13F portfolio, value $1,150,012.

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

  2. period ended2026-06-30
    13F 9,191 shares
    Change vs previous 13F +6,808 shares

    0.5% of the 13F portfolio, value $1,141,246.

    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 2,383 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,016,111.

    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 2,383 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $1,127,874.

    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 2,385 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $1,117,158.

    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 2,379 shares
    Change vs previous 13F -2 shares

    0.65% of the 13F portfolio, value $1,010,076.

    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 2,381 shares
    Change vs previous 13F -13 shares

    0.58% of the 13F portfolio, value $859,755.

    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 2,394 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $959,203.

    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).