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Castle Rock Wealth Management, LLC: BMY position timeline

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

Castle Rock Wealth Management, LLC held 32,204 BMY 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 32,204 shares
    Change vs previous 13F -15,665 shares

    0.36% of the 13F portfolio, value $1,919,063.

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

  2. period ended2026-06-30
    13F 47,869 shares
    Change vs previous 13F +1,506 shares

    0.53% of the 13F portfolio, value $2,701,713.

    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 46,363 shares
    Change vs previous 13F +432 shares

    0.6% of the 13F portfolio, value $2,763,231.

    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 45,931 shares
    Change vs previous 13F +56 shares

    0.56% of the 13F portfolio, value $2,579,807.

    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 45,875 shares
    Change vs previous 13F +1,316 shares

    0.47% of the 13F portfolio, value $2,105,662.

    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 44,559 shares
    Change vs previous 13F +36,576 shares

    0.49% of the 13F portfolio, value $2,088,029.

    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 7,983 shares
    Change vs previous 13F -669 shares

    0.13% of the 13F portfolio, value $475,689.

    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 8,652 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $466,337.

    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).