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Castleview Partners, LLC

SEC CIK
0001737088
Latest filing
Jul 20, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Castleview Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2021)
160
Value
$9.00K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2021
Holdings of CMS by Castleview Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2021––––Not filedHolders
Q2 2021160$9.00K<0.1%–No prior filingHolders