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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

SDC holding history

SmileDirectClub, Inc. in every 13F filed by Castle Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SDC overviewAll 13F holders of SDCFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2022
Holdings of SDC by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−12,000−100.0%Sold outHolders
Q3 202312,000$4.98K<0.1%00.0%UnchangedHolders
Q2 202312,000$6.36K<0.1%00.0%UnchangedHolders
Q1 202312,000$5.16K<0.1%00.0%UnchangedHolders
Q4 202212,000$4.23K<0.1%00.0%UnchangedHolders
Q3 202212,000$11.0K<0.1%00.0%UnchangedHolders
Q2 202212,000$12.0K<0.1%–No prior filingHolders