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Castle Rock Wealth Management, LLC: AVGO position timeline

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

Castle Rock Wealth Management, LLC held 14,357 AVGO 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 14,357 shares
    Change vs previous 13F -3,936 shares

    1.02% of the 13F portfolio, value $5,395,691.

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

  2. period ended2026-06-30
    13F 18,293 shares
    Change vs previous 13F +625 shares

    1.33% of the 13F portfolio, value $6,756,339.

    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 17,668 shares
    Change vs previous 13F -327 shares

    1.2% of the 13F portfolio, value $5,557,395.

    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 17,995 shares
    Change vs previous 13F -246 shares

    1.21% of the 13F portfolio, value $5,586,333.

    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 18,241 shares
    Change vs previous 13F +82 shares

    1.38% of the 13F portfolio, value $6,234,000.

    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 18,159 shares
    Change vs previous 13F -5,405 shares

    1.22% of the 13F portfolio, value $5,238,372.

    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 23,564 shares
    Change vs previous 13F -11,740 shares

    1.07% of the 13F portfolio, value $3,950,746.

    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 35,304 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $8,227,310.

    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).