Skip to content

Castleview Partners, LLC: MSCI position timeline

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

Castleview Partners, LLC held 0 MSCI 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 0 shares
    Change vs previous 13F -561 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 561 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $314,182.

    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 570 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $307,236.

    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 685 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $393,005.

    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 674 shares
    Change vs previous 13F -15 shares

    0.21% of the 13F portfolio, value $382,434.

    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 689 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $397,374.

    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 681 shares
    Change vs previous 13F +11 shares

    0.26% of the 13F portfolio, value $385,105.

    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 670 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $400,077.

    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).