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Castle Rock Wealth Management, LLC: IYF position timeline

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

Castle Rock Wealth Management, LLC held 12,657 IYF 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 12,657 shares
    Change vs previous 13F -3,497 shares

    0.3% of the 13F portfolio, value $1,609,437.

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

  2. period ended2026-06-30
    13F 16,154 shares
    Change vs previous 13F +2,784 shares

    0.41% of the 13F portfolio, value $2,103,739.

    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 13,370 shares
    Change vs previous 13F +864 shares

    0.34% of the 13F portfolio, value $1,582,961.

    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 12,506 shares
    Change vs previous 13F +1,280 shares

    0.34% of the 13F portfolio, value $1,587,951.

    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 11,226 shares
    Change vs previous 13F +418 shares

    0.31% of the 13F portfolio, value $1,397,530.

    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 10,808 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,327,405.

    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).