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Disclosery

Castleview Partners, LLC: SPY position timeline

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

Castleview Partners, LLC held 6,414 SPY 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 6,414 shares
    Change vs previous 13F +66 shares

    2.14% of the 13F portfolio, value $4,891,775.

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

  2. period ended2026-06-30
    13F 6,348 shares
    Change vs previous 13F -23 shares

    2.08% of the 13F portfolio, value $4,740,756.

    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 6,371 shares
    Change vs previous 13F +104 shares

    2.12% of the 13F portfolio, value $4,143,316.

    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 6,267 shares
    Change vs previous 13F +474 shares

    2.12% of the 13F portfolio, value $4,273,593.

    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 5,793 shares
    Change vs previous 13F +34 shares

    2.1% of the 13F portfolio, value $3,859,181.

    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 5,759 shares
    Change vs previous 13F +330 shares

    2.29% of the 13F portfolio, value $3,558,198.

    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 5,429 shares
    Change vs previous 13F -910 shares

    2.06% of the 13F portfolio, value $3,036,928.

    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 6,339 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,706,032.

    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).