Castle Rock Wealth Management, LLC: INTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on INTC, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 27,988 INTC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 27,988 sharesChange vs previous 13F -475 shares
0.59% of the 13F portfolio, value $3,148,691.
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 28,463 sharesChange vs previous 13F +13,261 shares
0.71% of the 13F portfolio, value $3,615,417.
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,202 sharesChange vs previous 13F +1,552 shares
0.17% of the 13F portfolio, value $765,895.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,650 sharesChange vs previous 13F -24 shares
0.14% of the 13F portfolio, value $667,640.
13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,674 sharesChange vs previous 13F +120 shares
0.11% of the 13F portfolio, value $507,251.
13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,554 sharesChange vs previous 13F -310 shares
0.07% of the 13F portfolio, value $315,801.
13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,864 sharesChange vs previous 13F -57 shares
0.08% of the 13F portfolio, value $305,648.
13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,921 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $328,544.
13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).