Castleview Partners, LLC EXPD — EXPD

Ownership history in Castleview Partners, LLC  ·  21 quarters on record

AI Ownership Summary

Castleview Partners, LLC reported EXPD (EXPD) in 21 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.27% in 2024 Q4. The latest visible filing shows EXPD at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Castleview Partners, LLC's position in EXPD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EXPD was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXPD stock page Castleview Partners, LLC fund profile Castleview Partners, LLC full holdings
How Castleview Partners, LLC held EXPD — position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,676 -420 -13.6% 0.22% $494K 2026-10-09 $193.24
2026 Q2 ADDED — — — 3,096 +123 +4.1% 0.22% $505K 2026-07-20 $177.37
2026 Q1 REDUCED 5.9% +13.7% ❌ 2,973 -187 -5.9% 0.22% $426K 2026-05-01 $146.48
2025 Q4 ADDED — — — 3,160 +215 +7.3% 0.23% $471K 2026-01-12 $160.29
2025 Q3 REDUCED 8.6% +23.9% ❌ 2,945 -276 -8.6% 0.20% $361K 2025-10-10 $111.96
2025 Q2 REDUCED — — — 3,221 -22 -0.7% 0.24% $368K 2025-07-16 $111.76
2025 Q1 REDUCED 9.5% -4.3% ✅ 3,243 -341 -9.5% 0.26% $390K 2025-04-22 $105.28
2024 Q4 ADDED — — — 3,584 +134 +3.9% 0.27% $471K 2025-01-21 $110.81
2024 Q3 UNCHANGED — — — 3,450 — 0% 0.24% $431K 2024-10-09 $118.47
2024 Q2 ADDED — — — 3,450 +207 +6.4% 0.24% $431K 2024-07-31 $121.95
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXPD

As of 2026 Q3 — sorted by position size

BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.59% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.39% Douglas Lane & Associates, LLC 3Y 7Y 0.36% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.34% DAVIDSON TRUST CO 3Y 7Y 0.26% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.14% GK Wealth Management LLC 0.11% GAMMA Investing LLC 0.06% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.05% Marquette Asset Management, LLC 3Y 7Y 0.04%

FAQ About Castleview Partners, LLC and EXPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Castleview Partners, LLC reported owning EXPD?

Castleview Partners, LLC reported EXPD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EXPD position in Castleview Partners, LLC's portfolio?

The largest reported portfolio weight for EXPD was 0.27% in 2024 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2026 Q3, when Castleview Partners, LLC reported 2,676 shares, equal to 0.22% of portfolio, with an estimated market value of $494K.

What does the chart on this EXPD ownership page compare?

The chart compares Castleview Partners, LLC's quarterly EXPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Castleview Partners, LLC time their EXPD position?

Based on 13F filing dates vs. subsequent EXPD price moves, Castleview Partners, LLC correctly timed 6 out of 19 reported position changes (32%). The annualised alpha on EXPD relative to SPY over the holding period was -2.4%.

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