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Castleview Partners, LLC: WMT position timeline

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

Castleview Partners, LLC held 7,593 WMT 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 7,593 shares
    Change vs previous 13F +144 shares

    0.35% of the 13F portfolio, value $789,064.

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

  2. period ended2026-06-30
    13F 7,449 shares
    Change vs previous 13F +104 shares

    0.37% of the 13F portfolio, value $843,674.

    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 7,345 shares
    Change vs previous 13F -338 shares

    0.47% of the 13F portfolio, value $912,837.

    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 7,683 shares
    Change vs previous 13F -340 shares

    0.42% of the 13F portfolio, value $855,963.

    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 8,023 shares
    Change vs previous 13F -13 shares

    0.45% of the 13F portfolio, value $826,850.

    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 8,036 shares
    Change vs previous 13F +652 shares

    0.5% of the 13F portfolio, value $785,760.

    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 7,384 shares
    Change vs previous 13F -282 shares

    0.44% of the 13F portfolio, value $648,241.

    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 7,666 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $689,940.

    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).