Skip to content
Disclosery

Castle Rock Wealth Management, LLC: JPIE position timeline

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

Castle Rock Wealth Management, LLC held 63,730 JPIE 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 63,730 shares
    Change vs previous 13F +5,964 shares

    0.54% of the 13F portfolio, value $2,854,485.

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

  2. period ended2026-06-30
    13F 57,766 shares
    Change vs previous 13F +1,337 shares

    0.52% of the 13F portfolio, value $2,647,993.

    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 56,429 shares
    Change vs previous 13F +6,390 shares

    0.56% of the 13F portfolio, value $2,590,655.

    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 50,039 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,317,056.

    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).