Castle Rock Wealth Management, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on CSCO, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 4,514 CSCO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 4,514 sharesChange vs previous 13F -322 shares
0.1% of the 13F portfolio, value $532,357.
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 4,836 sharesChange vs previous 13F -11 shares
0.11% of the 13F portfolio, value $565,808.
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,847 sharesChange vs previous 13F +1,532 shares
0.08% of the 13F portfolio, value $383,032.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,315 sharesChange vs previous 13F +78 shares
0.06% of the 13F portfolio, value $273,664.
13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,237 sharesChange vs previous 13F -41 shares
0.05% of the 13F portfolio, value $221,517.
13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,278 sharesChange vs previous 13F +10 shares
0.05% of the 13F portfolio, value $224,494.
13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,268 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $201,580.
13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,268 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $212,014.
13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).