CASTLE WEALTH MANAGEMENT LLC quarter change: Foreign Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CASTLE WEALTH MANAGEMENT LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1936420): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Financial Insights, Inc. | United States | $0.309B | 130 |
| Alteri Wealth LLC | United States | $0.309B | 292 |
| Bell & Brown Wealth Advisors, LLC | United States | $0.308B | 68 |
| GENERAL ELECTRIC CO | United States | $0.308B | 2 |
| Pines Wealth Management, LLC | United States | $0.309B | 215 |
| Advisor Resource Council | United States | $0.309B | 244 |
| Elite Wealth Management, Inc. | United States | $0.308B | 49 |
| Alfreton Capital LLP | United Kingdom | $0.308B | 5 |
| CLOVERFIELDS CAPITAL GROUP, LP | United States | $0.309B | 91 |
| PECAUT & CO. | United States | $0.308B | 66 |