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Castle Rock Wealth Management, LLC: FRTY position timeline

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

Castle Rock Wealth Management, LLC held 123,991 FRTY 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 123,991 shares
    Change vs previous 13F -9,074 shares

    0.56% of the 13F portfolio, value $2,950,977.

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

  2. period ended2026-06-30
    13F 133,065 shares
    Change vs previous 13F +7,057 shares

    0.63% of the 13F portfolio, value $3,222,826.

    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 126,008 shares
    Change vs previous 13F +2,862 shares

    0.54% of the 13F portfolio, value $2,477,318.

    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 123,146 shares
    Change vs previous 13F +3,247 shares

    0.55% of the 13F portfolio, value $2,542,965.

    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 119,899 shares
    Change vs previous 13F +2,726 shares

    0.6% of the 13F portfolio, value $2,717,515.

    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 117,173 shares
    Change vs previous 13F -22,547 shares

    0.53% of the 13F portfolio, value $2,274,272.

    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 139,720 shares
    Change vs previous 13F -22,369 shares

    0.6% of the 13F portfolio, value $2,234,125.

    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 162,089 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,285,565.

    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).