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Castle Rock Wealth Management, LLC: GPIX position timeline

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

Castle Rock Wealth Management, LLC held 68,310 GPIX 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 68,310 shares
    Change vs previous 13F +3,199 shares

    0.73% of the 13F portfolio, value $3,855,392.

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

  2. period ended2026-06-30
    13F 65,111 shares
    Change vs previous 13F +1,566 shares

    0.7% of the 13F portfolio, value $3,588,255.

    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 63,545 shares
    Change vs previous 13F -17,467 shares

    0.69% of the 13F portfolio, value $3,184,862.

    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 81,012 shares
    Change vs previous 13F +38,394 shares

    0.92% of the 13F portfolio, value $4,248,722.

    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 42,618 shares
    Change vs previous 13F +12,836 shares

    0.49% of the 13F portfolio, value $2,215,049.

    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 29,782 shares
    Change vs previous 13F +4,446 shares

    0.35% of the 13F portfolio, value $1,500,240.

    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 25,336 shares
    Change vs previous 13F -1,337 shares

    0.32% of the 13F portfolio, value $1,174,320.

    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 26,673 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,348,842.

    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).