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Castle Rock Wealth Management, LLC: MDY position timeline

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

Castle Rock Wealth Management, LLC held 1,801 MDY 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 1,801 shares
    Change vs previous 13F -275 shares

    0.23% of the 13F portfolio, value $1,215,416.

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

  2. period ended2026-06-30
    13F 2,076 shares
    Change vs previous 13F +157 shares

    0.28% of the 13F portfolio, value $1,446,794.

    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 1,919 shares
    Change vs previous 13F +53 shares

    0.26% of the 13F portfolio, value $1,194,083.

    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 1,866 shares
    Change vs previous 13F +131 shares

    0.25% of the 13F portfolio, value $1,172,109.

    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 1,735 shares
    Change vs previous 13F +94 shares

    0.23% of the 13F portfolio, value $1,035,319.

    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 1,641 shares
    Change vs previous 13F -644 shares

    0.22% of the 13F portfolio, value $951,064.

    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 2,285 shares
    Change vs previous 13F -124 shares

    0.33% of the 13F portfolio, value $1,223,031.

    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 2,409 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,406,965.

    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).