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Castle Rock Wealth Management, LLC: MAIN position timeline

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

Castle Rock Wealth Management, LLC held 6,512 MAIN 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 6,512 shares
    Change vs previous 13F -332 shares

    0.07% of the 13F portfolio, value $356,641.

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

  2. period ended2026-06-30
    13F 6,844 shares
    Change vs previous 13F -305 shares

    0.07% of the 13F portfolio, value $356,037.

    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 7,149 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $376,242.

    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 7,178 shares
    Change vs previous 13F -646 shares

    0.1% of the 13F portfolio, value $443,920.

    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 7,824 shares
    Change vs previous 13F -1,119 shares

    0.11% of the 13F portfolio, value $499,117.

    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 8,943 shares
    Change vs previous 13F +430 shares

    0.14% of the 13F portfolio, value $578,521.

    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 8,513 shares
    Change vs previous 13F -998 shares

    0.13% of the 13F portfolio, value $486,975.

    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 9,511 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $584,656.

    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).