Castleview Partners, LLC

Business address
8111 Preston Road, Suite 500, Dallas, TX, 75225
Top securities (13F)
MBSF, AAPL, MBSX, COP, HD, LST, SPY, TSLA, ARP, JPST, BMY, AMGN, FDVV, QLD, OUNZ, UNH, FELG, VOO, MSFT, and SPYD
State of incorporation
TX
Fiscal year end
31 December
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Castleview Partners, LLC has filed 21 SEC EDGAR filings since 07 May 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-18737
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-18737
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-18737
13F-HR/A Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-18737
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-18737
13F-HR/A Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-18737
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-18737
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-18737
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-18737
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-18737
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-18737
13F-HR Open Document Open Filing 15 Aug 2023 30 Jun 2023 028-18737
13F-HR Open Document Open Filing 16 May 2023 31 Mar 2023 028-18737
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-18737
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-18737
13F-HR/A Open Document Open Filing 17 Aug 2022 30 Jun 2022 028-18737
13F-HR Open Document Open Filing 16 Aug 2022 30 Jun 2022 028-18737
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-18737
13F-HR Open Document Open Filing 17 Feb 2022 31 Dec 2021 028-18737
13F-HR Open Document Open Filing 17 Aug 2021 30 Jun 2021 028-18737
13F-HR Open Document Open Filing 07 May 2018 31 Mar 2018 028-18737