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Castleview Partners, LLC: TQQQ position timeline

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

Castleview Partners, LLC held 8,056 TQQQ 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 8,056 shares
    Change vs previous 13F +1,801 shares

    0.28% of the 13F portfolio, value $628,638.

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

  2. period ended2026-06-30
    13F 6,255 shares
    Change vs previous 13F -3,420 shares

    0.22% of the 13F portfolio, value $506,674.

    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 9,675 shares
    Change vs previous 13F -2,188 shares

    0.21% of the 13F portfolio, value $403,254.

    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 11,863 shares
    Change vs previous 13F +4,200 shares

    0.31% of the 13F portfolio, value $625,417.

    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 7,663 shares
    Change vs previous 13F +863 shares

    0.43% of the 13F portfolio, value $792,354.

    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 6,800 shares
    Change vs previous 13F -25,045 shares

    0.36% of the 13F portfolio, value $564,400.

    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 31,845 shares
    Change vs previous 13F +19,128 shares

    1.24% of the 13F portfolio, value $1,824,718.

    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 12,717 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $999,937.

    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).