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Castle Rock Wealth Management, LLC: BINC position timeline

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

Castle Rock Wealth Management, LLC held 71,026 BINC 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 71,026 shares
    Change vs previous 13F +4,667 shares

    0.68% of the 13F portfolio, value $3,601,748.

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

  2. period ended2026-06-30
    13F 66,359 shares
    Change vs previous 13F -1,741 shares

    0.68% of the 13F portfolio, value $3,458,655.

    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 68,100 shares
    Change vs previous 13F +13,903 shares

    0.77% of the 13F portfolio, value $3,535,097.

    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 54,197 shares
    Change vs previous 13F +2,559 shares

    0.62% of the 13F portfolio, value $2,864,851.

    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 51,638 shares
    Change vs previous 13F -184 shares

    0.61% of the 13F portfolio, value $2,745,326.

    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 51,822 shares
    Change vs previous 13F +900 shares

    0.64% of the 13F portfolio, value $2,729,406.

    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 50,922 shares
    Change vs previous 13F +537 shares

    0.72% of the 13F portfolio, value $2,658,897.

    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 50,385 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,644,701.

    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).