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Castle Rock Wealth Management, LLC: GPIQ position timeline

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

Castle Rock Wealth Management, LLC held 60,553 GPIQ 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 60,553 shares
    Change vs previous 13F +3,398 shares

    0.67% of the 13F portfolio, value $3,552,066.

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

  2. period ended2026-06-30
    13F 57,155 shares
    Change vs previous 13F +2,233 shares

    0.65% of the 13F portfolio, value $3,317,867.

    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 54,922 shares
    Change vs previous 13F -1,965 shares

    0.59% of the 13F portfolio, value $2,728,540.

    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 56,887 shares
    Change vs previous 13F +34,818 shares

    0.64% of the 13F portfolio, value $2,964,947.

    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 22,069 shares
    Change vs previous 13F +8,726 shares

    0.26% of the 13F portfolio, value $1,153,741.

    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 13,343 shares
    Change vs previous 13F +2,943 shares

    0.16% of the 13F portfolio, value $672,630.

    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 10,400 shares
    Change vs previous 13F +2,035 shares

    0.12% of the 13F portfolio, value $461,604.

    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 8,365 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $423,520.

    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).