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Castleview Partners, LLC: UYLD position timeline

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

Castleview Partners, LLC held 41,440 UYLD 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 41,440 shares
    Change vs previous 13F -4,047 shares

    0.92% of the 13F portfolio, value $2,102,289.

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

  2. period ended2026-06-30
    13F 45,487 shares
    Change vs previous 13F +26,935 shares

    1.02% of the 13F portfolio, value $2,320,095.

    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 18,552 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $946,801.

    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).