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Castle Rock Wealth Management, LLC: AUGW position timeline

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

Castle Rock Wealth Management, LLC held 43,797 AUGW 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 43,797 shares
    Change vs previous 13F +3,230 shares

    0.29% of the 13F portfolio, value $1,534,437.

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

  2. period ended2026-06-30
    13F 40,567 shares
    Change vs previous 13F -100 shares

    0.27% of the 13F portfolio, value $1,382,523.

    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 40,667 shares
    Change vs previous 13F -92 shares

    0.28% of the 13F portfolio, value $1,315,179.

    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 40,759 shares
    Change vs previous 13F -2,373 shares

    0.29% of the 13F portfolio, value $1,331,189.

    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 43,132 shares
    Change vs previous 13F +11,667 shares

    0.3% of the 13F portfolio, value $1,378,680.

    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 31,465 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $978,562.

    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 31,465 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $909,339.

    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 31,465 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $938,739.

    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).