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Disclosery

Castleview Partners, LLC: MSFT position timeline

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

Castleview Partners, LLC held 2,969 MSFT 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 2,969 shares
    Change vs previous 13F -1,311 shares

    0.67% of the 13F portfolio, value $1,523,182.

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

  2. period ended2026-06-30
    13F 4,280 shares
    Change vs previous 13F +266 shares

    0.7% of the 13F portfolio, value $1,596,799.

    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 4,014 shares
    Change vs previous 13F -491 shares

    0.76% of the 13F portfolio, value $1,485,862.

    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 4,505 shares
    Change vs previous 13F +255 shares

    1.08% of the 13F portfolio, value $2,178,708.

    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 4,250 shares
    Change vs previous 13F +24 shares

    1.2% of the 13F portfolio, value $2,201,288.

    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 4,226 shares
    Change vs previous 13F -804 shares

    1.35% of the 13F portfolio, value $2,102,055.

    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 5,030 shares
    Change vs previous 13F -900 shares

    1.28% of the 13F portfolio, value $1,888,211.

    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 5,930 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,482,178.

    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).