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Disclosery

Castle Rock Wealth Management, LLC: BAM position timeline

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

Castle Rock Wealth Management, LLC held 0 BAM 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 0 shares
    Change vs previous 13F -26,427 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 26,427 shares
    Change vs previous 13F +1,334 shares

    0.24% of the 13F portfolio, value $1,199,786.

    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 25,093 shares
    Change vs previous 13F +1,380 shares

    0.24% of the 13F portfolio, value $1,115,384.

    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 23,713 shares
    Change vs previous 13F +1,680 shares

    0.24% of the 13F portfolio, value $1,117,305.

    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 22,033 shares
    Change vs previous 13F +805 shares

    0.28% of the 13F portfolio, value $1,245,772.

    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 21,228 shares
    Change vs previous 13F -1,792 shares

    0.3% of the 13F portfolio, value $1,286,897.

    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 23,020 shares
    Change vs previous 13F -8,766 shares

    0.31% of the 13F portfolio, value $1,134,308.

    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 31,786 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,901,756.

    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).