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Castle Rock Wealth Management, LLC: PLTR position timeline

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

Castle Rock Wealth Management, LLC held 12,666 PLTR 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 12,666 shares
    Change vs previous 13F +543 shares

    0.46% of the 13F portfolio, value $2,432,663.

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

  2. period ended2026-06-30
    13F 12,123 shares
    Change vs previous 13F -18,695 shares

    0.3% of the 13F portfolio, value $1,524,225.

    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 30,818 shares
    Change vs previous 13F -175 shares

    0.99% of the 13F portfolio, value $4,575,240.

    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 30,993 shares
    Change vs previous 13F +182 shares

    1.05% of the 13F portfolio, value $4,867,761.

    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 30,811 shares
    Change vs previous 13F -593 shares

    1.27% of the 13F portfolio, value $5,754,262.

    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 31,404 shares
    Change vs previous 13F +1,166 shares

    1.12% of the 13F portfolio, value $4,777,842.

    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 30,238 shares
    Change vs previous 13F -11,613 shares

    0.69% of the 13F portfolio, value $2,540,597.

    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 41,851 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,986,965.

    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).