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Castle Rock Wealth Management, LLC: CRDO position timeline

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

Castle Rock Wealth Management, LLC held 9,785 CRDO 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 9,785 shares
    Change vs previous 13F +2,361 shares

    0.41% of the 13F portfolio, value $2,160,822.

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

  2. period ended2026-06-30
    13F 7,424 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,923,484.

    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 ยง4.2).