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Disclosery

Castleview Partners, LLC: SMA position timeline

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

Castleview Partners, LLC held 8,991 SMA 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 8,991 shares
    Change vs previous 13F -1,524 shares

    0.13% of the 13F portfolio, value $289,512.

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

  2. period ended2026-06-30
    13F 10,515 shares
    Change vs previous 13F +925 shares

    0.15% of the 13F portfolio, value $341,756.

    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 9,590 shares
    Change vs previous 13F -4,859 shares

    0.15% of the 13F portfolio, value $290,385.

    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 14,449 shares
    Change vs previous 13F -280 shares

    0.22% of the 13F portfolio, value $447,052.

    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 14,729 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $554,400.

    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).