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Castle Rock Wealth Management, LLC: HD position timeline

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

Castle Rock Wealth Management, LLC held 3,494 HD 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 3,494 shares
    Change vs previous 13F -4,883 shares

    0.19% of the 13F portfolio, value $1,001,669.

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

  2. period ended2026-06-30
    13F 8,377 shares
    Change vs previous 13F +265 shares

    0.58% of the 13F portfolio, value $2,939,004.

    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 8,112 shares
    Change vs previous 13F +147 shares

    0.56% of the 13F portfolio, value $2,609,047.

    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 7,965 shares
    Change vs previous 13F +191 shares

    0.66% of the 13F portfolio, value $3,034,624.

    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 7,774 shares
    Change vs previous 13F +308 shares

    0.68% of the 13F portfolio, value $3,078,717.

    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 7,466 shares
    Change vs previous 13F -360 shares

    0.64% of the 13F portfolio, value $2,728,423.

    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 7,826 shares
    Change vs previous 13F -2,068 shares

    0.77% of the 13F portfolio, value $2,857,687.

    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 9,894 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,051,573.

    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).