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Castle Rock Wealth Management, LLC: IWV position timeline

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

Castle Rock Wealth Management, LLC held 4,892 IWV 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 4,892 shares
    Change vs previous 13F -1,292 shares

    0.41% of the 13F portfolio, value $2,159,439.

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

  2. period ended2026-06-30
    13F 6,184 shares
    Change vs previous 13F +465 shares

    0.52% of the 13F portfolio, value $2,631,650.

    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 5,719 shares
    Change vs previous 13F +249 shares

    0.46% of the 13F portfolio, value $2,137,471.

    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 5,470 shares
    Change vs previous 13F -2,549 shares

    0.46% of the 13F portfolio, value $2,130,036.

    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 8,019 shares
    Change vs previous 13F +246 shares

    0.67% of the 13F portfolio, value $3,048,893.

    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 7,773 shares
    Change vs previous 13F -3,369 shares

    0.65% of the 13F portfolio, value $2,789,709.

    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 11,142 shares
    Change vs previous 13F -2,291 shares

    0.96% of the 13F portfolio, value $3,544,825.

    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 13,433 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,681,406.

    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).