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Castle Rock Wealth Management, LLC: META position timeline

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

Castle Rock Wealth Management, LLC held 8,587 META 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 8,587 shares
    Change vs previous 13F -318 shares

    1.19% of the 13F portfolio, value $6,344,574.

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

  2. period ended2026-06-30
    13F 8,905 shares
    Change vs previous 13F +2 shares

    1.07% of the 13F portfolio, value $5,457,927.

    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 8,903 shares
    Change vs previous 13F +42 shares

    1.11% of the 13F portfolio, value $5,114,385.

    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 8,861 shares
    Change vs previous 13F +106 shares

    1.32% of the 13F portfolio, value $6,086,966.

    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 8,755 shares
    Change vs previous 13F +46 shares

    1.4% of the 13F portfolio, value $6,341,601.

    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 8,709 shares
    Change vs previous 13F -955 shares

    1.45% of the 13F portfolio, value $6,222,797.

    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 9,664 shares
    Change vs previous 13F -2,385 shares

    1.53% of the 13F portfolio, value $5,666,233.

    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 12,049 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $8,876,126.

    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).