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Castle Rock Wealth Management, LLC: LLY position timeline

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

Castle Rock Wealth Management, LLC held 1,863 LLY 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 1,863 shares
    Change vs previous 13F -900 shares

    0.41% of the 13F portfolio, value $2,156,255.

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

  2. period ended2026-06-30
    13F 2,763 shares
    Change vs previous 13F -273 shares

    0.65% of the 13F portfolio, value $3,292,373.

    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 3,036 shares
    Change vs previous 13F -159 shares

    0.61% of the 13F portfolio, value $2,839,965.

    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 3,195 shares
    Change vs previous 13F -160 shares

    0.69% of the 13F portfolio, value $3,185,283.

    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 3,355 shares
    Change vs previous 13F +813 shares

    0.6% of the 13F portfolio, value $2,728,920.

    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 2,542 shares
    Change vs previous 13F -1,218 shares

    0.45% of the 13F portfolio, value $1,943,730.

    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 3,760 shares
    Change vs previous 13F +785 shares

    0.82% of the 13F portfolio, value $3,054,836.

    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 2,975 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,511,542.

    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).