Castleview Partners, LLC

SEC CIK: 0001737088
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. 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.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of LPLA by Castleview Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−33−100.0%	Sold out	Holders
Q4 2022	33	$7.13K	<0.1%	+33	New	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	62	$8.00K	<0.1%	–	No prior filing	Holders