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Castle Rock Wealth Management, LLC: GBIL position timeline

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

Castle Rock Wealth Management, LLC held 205,469 GBIL 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 205,469 shares
    Change vs previous 13F +130,440 shares

    3.86% of the 13F portfolio, value $20,526,357.

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

  2. period ended2026-06-30
    13F 75,029 shares
    Change vs previous 13F -6,535 shares

    1.47% of the 13F portfolio, value $7,492,434.

    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 81,564 shares
    Change vs previous 13F -3,585 shares

    1.76% of the 13F portfolio, value $8,151,488.

    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 85,149 shares
    Change vs previous 13F -2,274 shares

    1.84% of the 13F portfolio, value $8,510,923.

    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 87,423 shares
    Change vs previous 13F -29,199 shares

    1.93% of the 13F portfolio, value $8,735,734.

    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 116,622 shares
    Change vs previous 13F +10,930 shares

    2.73% of the 13F portfolio, value $11,667,488.

    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 105,692 shares
    Change vs previous 13F +22,554 shares

    2.85% of the 13F portfolio, value $10,554,895.

    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 83,138 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $8,313,842.

    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).