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Castle Rock Wealth Management, LLC: IBM position timeline

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

Castle Rock Wealth Management, LLC held 8,511 IBM 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 8,511 shares
    Change vs previous 13F -9,697 shares

    0.35% of the 13F portfolio, value $1,883,448.

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

  2. period ended2026-06-30
    13F 18,208 shares
    Change vs previous 13F +330 shares

    1.02% of the 13F portfolio, value $5,211,979.

    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 17,878 shares
    Change vs previous 13F +2,452 shares

    0.96% of the 13F portfolio, value $4,436,590.

    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 15,426 shares
    Change vs previous 13F +386 shares

    0.95% of the 13F portfolio, value $4,399,705.

    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 15,040 shares
    Change vs previous 13F +582 shares

    0.95% of the 13F portfolio, value $4,295,468.

    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 14,458 shares
    Change vs previous 13F +3,264 shares

    0.97% of the 13F portfolio, value $4,138,230.

    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 11,194 shares
    Change vs previous 13F -2,581 shares

    0.75% of the 13F portfolio, value $2,779,866.

    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 13,775 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,599,192.

    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).