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Castle Rock Wealth Management, LLC: CRWV position timeline

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

Castle Rock Wealth Management, LLC held 16,539 CRWV 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 16,539 shares
    Change vs previous 13F -7,580 shares

    0.29% of the 13F portfolio, value $1,516,957.

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

  2. period ended2026-06-30
    13F 24,119 shares
    Change vs previous 13F -904 shares

    0.41% of the 13F portfolio, value $2,066,637.

    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 25,023 shares
    Change vs previous 13F -130 shares

    0.45% of the 13F portfolio, value $2,057,892.

    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 25,153 shares
    Change vs previous 13F +21,833 shares

    0.46% of the 13F portfolio, value $2,120,903.

    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 3,320 shares
    Change vs previous 13F +250 shares

    0.1% of the 13F portfolio, value $457,161.

    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 3,070 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $393,912.

    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).