Castle Rock Wealth Management, LLC: AMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on AMD, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 6,131 AMD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 6,131 sharesChange vs previous 13F -1,132 shares
0.75% of the 13F portfolio, value $3,981,821.
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 7,263 sharesChange vs previous 13F +732 shares
0.77% of the 13F portfolio, value $3,928,411.
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,531 sharesChange vs previous 13F +742 shares
0.31% of the 13F portfolio, value $1,420,493.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,789 sharesChange vs previous 13F +2,647 shares
0.3% of the 13F portfolio, value $1,378,998.
13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,142 sharesChange vs previous 13F -173 shares
0.12% of the 13F portfolio, value $535,617.
13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,315 sharesChange vs previous 13F -419 shares
0.12% of the 13F portfolio, value $527,284.
13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,734 sharesChange vs previous 13F -41 shares
0.1% of the 13F portfolio, value $381,353.
13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,775 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $426,953.
13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).