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Disclosery

Castleview Partners, LLC: SHY position timeline

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

Castleview Partners, LLC held 3,753 SHY 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 3,753 shares
    Change vs previous 13F +315 shares

    0.13% of the 13F portfolio, value $304,818.

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

  2. period ended2026-06-30
    13F 3,438 shares
    Change vs previous 13F -2,145 shares

    0.12% of the 13F portfolio, value $282,342.

    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 5,583 shares
    Change vs previous 13F -857 shares

    0.24% of the 13F portfolio, value $460,988.

    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 6,440 shares
    Change vs previous 13F -563 shares

    0.26% of the 13F portfolio, value $533,361.

    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 7,003 shares
    Change vs previous 13F +2,524 shares

    0.32% of the 13F portfolio, value $580,969.

    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 4,479 shares
    Change vs previous 13F +1,490 shares

    0.24% of the 13F portfolio, value $371,130.

    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 2,989 shares
    Change vs previous 13F -12,412 shares

    0.17% of the 13F portfolio, value $247,279.

    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 15,401 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,262,265.

    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).