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Castle Rock Wealth Management, LLC: IYJ position timeline

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

Castle Rock Wealth Management, LLC held 9,829 IYJ 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 9,829 shares
    Change vs previous 13F -3,714 shares

    0.29% of the 13F portfolio, value $1,552,168.

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

  2. period ended2026-06-30
    13F 13,543 shares
    Change vs previous 13F -666 shares

    0.44% of the 13F portfolio, value $2,243,865.

    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 14,209 shares
    Change vs previous 13F -4,897 shares

    0.46% of the 13F portfolio, value $2,112,665.

    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 19,106 shares
    Change vs previous 13F +758 shares

    0.64% of the 13F portfolio, value $2,967,834.

    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 18,348 shares
    Change vs previous 13F +289 shares

    0.59% of the 13F portfolio, value $2,682,342.

    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 18,059 shares
    Change vs previous 13F +14,234 shares

    0.61% of the 13F portfolio, value $2,621,563.

    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 3,825 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $498,665.

    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 3,840 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $534,374.

    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).