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Castle Rock Wealth Management, LLC: CI position timeline

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

Castle Rock Wealth Management, LLC held 934 CI 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 934 shares
    Change vs previous 13F -5,089 shares

    0.05% of the 13F portfolio, value $256,303.

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

  2. period ended2026-06-30
    13F 6,023 shares
    Change vs previous 13F +240 shares

    0.33% of the 13F portfolio, value $1,668,876.

    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 5,783 shares
    Change vs previous 13F +322 shares

    0.34% of the 13F portfolio, value $1,561,621.

    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 5,461 shares
    Change vs previous 13F +302 shares

    0.32% of the 13F portfolio, value $1,500,184.

    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 5,159 shares
    Change vs previous 13F +98 shares

    0.34% of the 13F portfolio, value $1,523,534.

    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 5,061 shares
    Change vs previous 13F -561 shares

    0.35% of the 13F portfolio, value $1,492,105.

    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 5,622 shares
    Change vs previous 13F -1,445 shares

    0.5% of the 13F portfolio, value $1,862,330.

    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 7,067 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,065,943.

    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).