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Castle Rock Wealth Management, LLC: MSFT position timeline

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

Castle Rock Wealth Management, LLC held 20,277 MSFT 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 20,277 shares
    Change vs previous 13F -1,685 shares

    2.02% of the 13F portfolio, value $10,732,699.

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

  2. period ended2026-06-30
    13F 21,962 shares
    Change vs previous 13F -8,168 shares

    1.66% of the 13F portfolio, value $8,439,378.

    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 30,130 shares
    Change vs previous 13F +160 shares

    2.44% of the 13F portfolio, value $11,252,275.

    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 29,970 shares
    Change vs previous 13F -506 shares

    2.66% of the 13F portfolio, value $12,296,300.

    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 30,476 shares
    Change vs previous 13F +255 shares

    3.48% of the 13F portfolio, value $15,728,265.

    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 30,221 shares
    Change vs previous 13F +1,069 shares

    3.6% of the 13F portfolio, value $15,424,569.

    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 29,152 shares
    Change vs previous 13F -3,538 shares

    3% of the 13F portfolio, value $11,109,580.

    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 32,690 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $13,351,483.

    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).