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Disclosery

Castleview Partners, LLC: XLE position timeline

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

Castleview Partners, LLC held 7,389 XLE 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 7,389 shares
    Change vs previous 13F -100 shares

    0.2% of the 13F portfolio, value $454,424.

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

  2. period ended2026-06-30
    13F 7,489 shares
    Change vs previous 13F +867 shares

    0.17% of the 13F portfolio, value $397,741.

    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 6,622 shares
    Change vs previous 13F -2,779 shares

    0.21% of the 13F portfolio, value $405,664.

    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 9,401 shares
    Change vs previous 13F -287 shares

    0.21% of the 13F portfolio, value $420,319.

    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 9,688 shares
    Change vs previous 13F +1,451 shares

    0.47% of the 13F portfolio, value $865,526.

    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 8,237 shares
    Change vs previous 13F -2,294 shares

    0.45% of the 13F portfolio, value $698,580.

    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 10,531 shares
    Change vs previous 13F +1,157 shares

    0.67% of the 13F portfolio, value $984,121.

    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 9,374 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $812,350.

    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).