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Castle Rock Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Castle Rock Wealth Management, LLC held 47,042 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,042 shares
    Change vs previous 13F -6,452 shares

    2.95% of the 13F portfolio, value $15,694,729.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,494 shares
    Change vs previous 13F -396 shares

    3.09% of the 13F portfolio, value $15,747,524.

    13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 53,890 shares
    Change vs previous 13F +1,114 shares

    2.99% of the 13F portfolio, value $13,791,640.

    13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 52,776 shares
    Change vs previous 13F -2,165 shares

    3.08% of the 13F portfolio, value $14,238,889.

    13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 54,941 shares
    Change vs previous 13F -2,345 shares

    3.13% of the 13F portfolio, value $14,147,299.

    13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 57,286 shares
    Change vs previous 13F +3,010 shares

    2.85% of the 13F portfolio, value $12,216,442.

    13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 54,276 shares
    Change vs previous 13F -8,827 shares

    3.26% of the 13F portfolio, value $12,067,900.

    13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 63,103 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $15,435,017.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).