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Castleview Partners, LLC: QLD position timeline

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

Castleview Partners, LLC held 12,456 QLD 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 12,456 shares
    Change vs previous 13F -17,439 shares

    0.52% of the 13F portfolio, value $1,191,458.

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

  2. period ended2026-06-30
    13F 29,895 shares
    Change vs previous 13F +8,178 shares

    1.27% of the 13F portfolio, value $2,892,676.

    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 21,717 shares
    Change vs previous 13F -6,765 shares

    0.68% of the 13F portfolio, value $1,324,737.

    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 28,482 shares
    Change vs previous 13F +8,748 shares

    0.99% of the 13F portfolio, value $2,005,418.

    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 19,734 shares
    Change vs previous 13F +4,131 shares

    1.47% of the 13F portfolio, value $2,707,505.

    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 15,603 shares
    Change vs previous 13F +3,457 shares

    1.18% of the 13F portfolio, value $1,836,629.

    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 12,146 shares
    Change vs previous 13F -3,351 shares

    0.73% of the 13F portfolio, value $1,079,536.

    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 15,497 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,669,955.

    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).