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Disclosery

Castleview Partners, LLC: PDBA position timeline

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

Castleview Partners, LLC held 8,770 PDBA 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 8,770 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $329,401.

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

  2. period ended2026-06-30
    13F 8,730 shares
    Change vs previous 13F +1,027 shares

    0.14% of the 13F portfolio, value $310,962.

    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 7,703 shares
    Change vs previous 13F +426 shares

    0.14% of the 13F portfolio, value $280,928.

    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 7,277 shares
    Change vs previous 13F -647 shares

    0.12% of the 13F portfolio, value $247,418.

    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 7,924 shares
    Change vs previous 13F +454 shares

    0.15% of the 13F portfolio, value $282,530.

    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 7,470 shares
    Change vs previous 13F -37 shares

    0.17% of the 13F portfolio, value $260,479.

    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 7,507 shares
    Change vs previous 13F +3,121 shares

    0.18% of the 13F portfolio, value $263,946.

    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 4,386 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $155,263.

    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).