Castle Rock Wealth Management, LLC: ARCC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on ARCC, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 0 ARCC shares at 2025-12-31 per its 13F-HR filed 2026-02-05.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -14,568 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 14,568 sharesChange vs previous 13F +325 shares
0.07% of the 13F portfolio, value $296,163.
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 14,243 sharesChange vs previous 13F -2,720 shares
0.08% of the 13F portfolio, value $326,822.
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 16,963 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $376,675.
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 16,963 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $394,721.
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).