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Castleview Partners, LLC: WMB position timeline

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

Castleview Partners, LLC held 6,619 WMB 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 6,619 shares
    Change vs previous 13F +355 shares

    0.2% of the 13F portfolio, value $449,893.

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

  2. period ended2026-06-30
    13F 6,264 shares
    Change vs previous 13F +1,054 shares

    0.2% of the 13F portfolio, value $465,666.

    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 5,210 shares
    Change vs previous 13F +402 shares

    0.19% of the 13F portfolio, value $379,184.

    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 4,808 shares
    Change vs previous 13F +524 shares

    0.14% of the 13F portfolio, value $289,009.

    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 4,284 shares
    Change vs previous 13F -123 shares

    0.15% of the 13F portfolio, value $271,391.

    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 4,407 shares
    Change vs previous 13F -85 shares

    0.18% of the 13F portfolio, value $276,804.

    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 4,492 shares
    Change vs previous 13F +183 shares

    0.18% of the 13F portfolio, value $268,441.

    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 4,309 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,786.

    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).