CASTLE WEALTH MANAGEMENT LLC
CIK
0001936420
City
WEST PALM BEACH
State / Country
FL
Holdings in RQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,788,067 | 244,139 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $3,120,717 | 250,258 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $3,074,266 | 246,929 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $3,052,657 | 243,046 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $2,870,255 | 234,498 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $3,269,529 | 230,736 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $2,552,944 | 218,574 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $2,385,679 | 197,490 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,792,817 | 146,472 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $1,841,637 | 181,980 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $1,946,364 | 167,790 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $1,978,505 | 165,982 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $1,380,966 | 120,084 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $2,174,478 | 193,287 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $1,213,097 | 89,264 | Shares | Sole | 2022-08-01 |