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Disclosery

Castleview Partners, LLC: SSO position timeline

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

Castleview Partners, LLC held 7,611 SSO 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 7,611 shares
    Change vs previous 13F +2,976 shares

    0.23% of the 13F portfolio, value $527,708.

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

  2. period ended2026-06-30
    13F 4,635 shares
    Change vs previous 13F +62 shares

    0.14% of the 13F portfolio, value $312,342.

    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 4,573 shares
    Change vs previous 13F -1,483 shares

    0.12% of the 13F portfolio, value $237,247.

    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 6,056 shares
    Change vs previous 13F +3,320 shares

    0.17% of the 13F portfolio, value $350,764.

    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 2,736 shares
    Change vs previous 13F -1,275 shares

    0.17% of the 13F portfolio, value $306,788.

    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 4,011 shares
    Change vs previous 13F -2,437 shares

    0.25% of the 13F portfolio, value $391,955.

    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 6,448 shares
    Change vs previous 13F +2,380 shares

    0.36% of the 13F portfolio, value $533,765.

    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 4,068 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $374,336.

    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).