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Castle Rock Wealth Management, LLC: CVE position timeline

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

Castle Rock Wealth Management, LLC held 32,925 CVE 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 32,925 shares
    Change vs previous 13F -68,747 shares

    0.19% of the 13F portfolio, value $1,028,586.

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

  2. period ended2026-06-30
    13F 101,672 shares
    Change vs previous 13F +795 shares

    0.49% of the 13F portfolio, value $2,490,964.

    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 100,877 shares
    Change vs previous 13F -2,087 shares

    0.58% of the 13F portfolio, value $2,679,293.

    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 102,964 shares
    Change vs previous 13F +3,215 shares

    0.44% of the 13F portfolio, value $2,036,123.

    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 99,749 shares
    Change vs previous 13F +5,670 shares

    0.37% of the 13F portfolio, value $1,668,681.

    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 94,079 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,331,274.

    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).