Castle Rock Wealth Management, LLC: MGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Castle Rock Wealth Management, LLC on MGK, newest first. How the timeline and the estimate are built.
Castle Rock Wealth Management, LLC held 5,281 MGK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,281 sharesChange vs previous 13F +2 shares
0.09% of the 13F portfolio, value $502,311.
13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 5,279 sharesChange vs previous 13F +4,109 shares
0.09% of the 13F portfolio, value $464,085.
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 1,170 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $435,221.
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 1,170 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $462,854.
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 1,169 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $473,686.
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 1,169 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $440,832.
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 1,168 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $362,993.
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 1,167 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $417,197.
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).