Castle Rock Wealth Management, LLC: KMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on KMB, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 0 KMB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -2,139 shares
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 2,139 sharesChange vs previous 13F +24 shares
0.05% of the 13F portfolio, value $238,382.
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,115 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $203,325.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,114 sharesChange vs previous 13F -292 shares
0.05% of the 13F portfolio, value $211,809.
13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,406 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $294,667.
13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,406 sharesChange vs previous 13F -187 shares
0.07% of the 13F portfolio, value $306,096.
13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,593 sharesChange vs previous 13F -275 shares
0.1% of the 13F portfolio, value $369,658.
13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,868 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $380,497.
13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).