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Disclosery

Castleview Partners, LLC: SPDW position timeline

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

Castleview Partners, LLC held 5,276 SPDW 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 5,276 shares
    Change vs previous 13F +541 shares

    0.12% of the 13F portfolio, value $264,908.

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

  2. period ended2026-06-30
    13F 4,735 shares
    Change vs previous 13F -1,927 shares

    0.1% of the 13F portfolio, value $238,597.

    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 6,662 shares
    Change vs previous 13F +476 shares

    0.16% of the 13F portfolio, value $304,120.

    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 6,186 shares
    Change vs previous 13F +1,011 shares

    0.14% of the 13F portfolio, value $274,720.

    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 5,175 shares
    Change vs previous 13F +5,175 shares

    0.12% of the 13F portfolio, value $221,438.

    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 0 shares
    Change vs previous 13F -8,343 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 8,343 shares
    Change vs previous 13F -119 shares

    0.21% of the 13F portfolio, value $303,768.

    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 8,462 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $288,130.

    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).