Castleview Partners, LLC

SEC CIK: 0001737088
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

SMAR holding history

Smartsheet 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of SMAR by Castleview Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−966−100.0%	Sold out	Holders
Q4 2023	966	$46.2K	<0.1%	+12+1.3%	Added	Holders
Q3 2023	954	$38.6K	<0.1%	+954	New	Holders