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Castle Rock Wealth Management, LLC: FTSM position timeline

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

Castle Rock Wealth Management, LLC held 53,572 FTSM 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 53,572 shares
    Change vs previous 13F +3,279 shares

    0.6% of the 13F portfolio, value $3,191,272.

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

  2. period ended2026-06-30
    13F 50,293 shares
    Change vs previous 13F +89 shares

    0.59% of the 13F portfolio, value $3,004,469.

    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 50,204 shares
    Change vs previous 13F +1,715 shares

    0.65% of the 13F portfolio, value $3,002,470.

    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 48,489 shares
    Change vs previous 13F -1,944 shares

    0.63% of the 13F portfolio, value $2,906,696.

    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 50,433 shares
    Change vs previous 13F -14 shares

    0.67% of the 13F portfolio, value $3,022,997.

    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 50,447 shares
    Change vs previous 13F -19,067 shares

    0.71% of the 13F portfolio, value $3,026,083.

    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 69,514 shares
    Change vs previous 13F +3,088 shares

    1.12% of the 13F portfolio, value $4,160,394.

    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 66,426 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,978,241.

    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).