Skip to content
Disclosery

Castle Rock Wealth Management, LLC: NVDA position timeline

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

Castle Rock Wealth Management, LLC held 108,566 NVDA 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 108,566 shares
    Change vs previous 13F -497 shares

    4.89% of the 13F portfolio, value $25,973,380.

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

  2. period ended2026-06-30
    13F 109,063 shares
    Change vs previous 13F -482 shares

    4.23% of the 13F portfolio, value $21,548,595.

    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 109,545 shares
    Change vs previous 13F +138 shares

    4.21% of the 13F portfolio, value $19,432,177.

    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 109,407 shares
    Change vs previous 13F -332 shares

    4.23% of the 13F portfolio, value $19,550,951.

    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 109,739 shares
    Change vs previous 13F -3,091 shares

    4.59% of the 13F portfolio, value $20,761,440.

    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 112,830 shares
    Change vs previous 13F +3,934 shares

    4.55% of the 13F portfolio, value $19,482,442.

    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 108,896 shares
    Change vs previous 13F -12,125 shares

    3.21% of the 13F portfolio, value $11,878,378.

    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 121,021 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $16,803,717.

    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).