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Castleview Partners, LLC: MA position timeline

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

Castleview Partners, LLC held 1,201 MA 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 1,201 shares
    Change vs previous 13F -937 shares

    0.29% of the 13F portfolio, value $662,315.

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

  2. period ended2026-06-30
    13F 2,138 shares
    Change vs previous 13F +17 shares

    0.48% of the 13F portfolio, value $1,098,077.

    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 2,121 shares
    Change vs previous 13F -248 shares

    0.54% of the 13F portfolio, value $1,059,779.

    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 2,369 shares
    Change vs previous 13F +97 shares

    0.67% of the 13F portfolio, value $1,352,415.

    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 2,272 shares
    Change vs previous 13F -142 shares

    0.7% of the 13F portfolio, value $1,292,336.

    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 2,414 shares
    Change vs previous 13F +5 shares

    0.87% of the 13F portfolio, value $1,356,523.

    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 2,409 shares
    Change vs previous 13F -261 shares

    0.89% of the 13F portfolio, value $1,320,421.

    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 2,670 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,394,808.

    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).