Skip to content
Disclosery

Castle Rock Wealth Management, LLC: IYW position timeline

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

Castle Rock Wealth Management, LLC held 17,645 IYW 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 17,645 shares
    Change vs previous 13F +6,643 shares

    0.91% of the 13F portfolio, value $4,809,971.

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

  2. period ended2026-06-30
    13F 11,002 shares
    Change vs previous 13F -244 shares

    0.54% of the 13F portfolio, value $2,736,863.

    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 11,246 shares
    Change vs previous 13F +257 shares

    0.45% of the 13F portfolio, value $2,084,694.

    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 10,989 shares
    Change vs previous 13F +282 shares

    0.46% of the 13F portfolio, value $2,123,405.

    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 10,707 shares
    Change vs previous 13F +377 shares

    0.47% of the 13F portfolio, value $2,123,996.

    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 10,330 shares
    Change vs previous 13F -2,374 shares

    0.43% of the 13F portfolio, value $1,857,652.

    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 12,704 shares
    Change vs previous 13F -235 shares

    0.48% of the 13F portfolio, value $1,795,938.

    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 12,939 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,146,148.

    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).