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Disclosery

Castleview Partners, LLC: XXV position timeline

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

Castleview Partners, LLC held 62,166 XXV 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 62,166 shares
    Change vs previous 13F +2,453 shares

    0.63% of the 13F portfolio, value $1,427,968.

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

  2. period ended2026-06-30
    13F 59,713 shares
    Change vs previous 13F -11,295 shares

    0.62% of the 13F portfolio, value $1,412,527.

    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 71,008 shares
    Change vs previous 13F +26,303 shares

    0.82% of the 13F portfolio, value $1,609,041.

    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 44,705 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,136,848.

    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).