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Disclosery

Castleview Partners, LLC: SWK position timeline

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

Castleview Partners, LLC held 9,428 SWK 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 9,428 shares
    Change vs previous 13F +912 shares

    0.37% of the 13F portfolio, value $835,277.

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

  2. period ended2026-06-30
    13F 8,516 shares
    Change vs previous 13F +1,974 shares

    0.35% of the 13F portfolio, value $801,563.

    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 6,542 shares
    Change vs previous 13F +1,065 shares

    0.24% of the 13F portfolio, value $464,875.

    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 5,477 shares
    Change vs previous 13F +1,300 shares

    0.2% of the 13F portfolio, value $406,832.

    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 4,177 shares
    Change vs previous 13F +531 shares

    0.17% of the 13F portfolio, value $310,476.

    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 3,646 shares
    Change vs previous 13F +480 shares

    0.16% of the 13F portfolio, value $247,017.

    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 3,166 shares
    Change vs previous 13F +70 shares

    0.16% of the 13F portfolio, value $243,402.

    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 3,096 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $247,308.

    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).