Skip to content
Disclosery

Castle Rock Wealth Management, LLC: NEAR position timeline

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

Castle Rock Wealth Management, LLC held 43,424 NEAR 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 43,424 shares
    Change vs previous 13F -1,367 shares

    0.41% of the 13F portfolio, value $2,163,826.

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

  2. period ended2026-06-30
    13F 44,791 shares
    Change vs previous 13F +404 shares

    0.44% of the 13F portfolio, value $2,260,616.

    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 44,387 shares
    Change vs previous 13F +256 shares

    0.49% of the 13F portfolio, value $2,251,729.

    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 44,131 shares
    Change vs previous 13F +1,386 shares

    0.49% of the 13F portfolio, value $2,253,769.

    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 42,745 shares
    Change vs previous 13F +252 shares

    0.48% of the 13F portfolio, value $2,187,706.

    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 42,493 shares
    Change vs previous 13F +1,449 shares

    0.51% of the 13F portfolio, value $2,166,723.

    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 41,044 shares
    Change vs previous 13F -3,450 shares

    0.56% of the 13F portfolio, value $2,081,793.

    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 44,494 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,251,414.

    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).