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Castle Rock Wealth Management, LLC: O position timeline

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

Castle Rock Wealth Management, LLC held 31,848 O 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 31,848 shares
    Change vs previous 13F +2,230 shares

    0.33% of the 13F portfolio, value $1,727,749.

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

  2. period ended2026-06-30
    13F 29,618 shares
    Change vs previous 13F +1,186 shares

    0.36% of the 13F portfolio, value $1,830,988.

    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 28,432 shares
    Change vs previous 13F +595 shares

    0.38% of the 13F portfolio, value $1,768,746.

    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 27,837 shares
    Change vs previous 13F +33 shares

    0.37% of the 13F portfolio, value $1,705,182.

    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 27,804 shares
    Change vs previous 13F +383 shares

    0.37% of the 13F portfolio, value $1,664,488.

    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 27,421 shares
    Change vs previous 13F +177 shares

    0.36% of the 13F portfolio, value $1,551,643.

    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 27,244 shares
    Change vs previous 13F -4,348 shares

    0.42% of the 13F portfolio, value $1,546,087.

    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 31,592 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,721,459.

    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).