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Castle Rock Wealth Management, LLC: CRWD position timeline

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

Castle Rock Wealth Management, LLC held 15,783 CRWD 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 15,783 shares
    Change vs previous 13F +10,153 shares

    0.83% of the 13F portfolio, value $4,401,247.

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

  2. period ended2026-06-30
    13F 5,630 shares
    Change vs previous 13F +172 shares

    0.85% of the 13F portfolio, value $4,350,526.

    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 5,458 shares
    Change vs previous 13F +789 shares

    0.47% of the 13F portfolio, value $2,178,397.

    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 4,669 shares
    Change vs previous 13F +190 shares

    0.42% of the 13F portfolio, value $1,950,615.

    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 4,479 shares
    Change vs previous 13F +558 shares

    0.49% of the 13F portfolio, value $2,235,456.

    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 3,921 shares
    Change vs previous 13F +134 shares

    0.44% of the 13F portfolio, value $1,875,571.

    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 3,787 shares
    Change vs previous 13F +2,995 shares

    0.37% of the 13F portfolio, value $1,367,271.

    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 792 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $357,778.

    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).