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Castle Rock Wealth Management, LLC: POCT position timeline

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

Castle Rock Wealth Management, LLC held 26,860 POCT 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 26,860 shares
    Change vs previous 13F -214 shares

    0.25% of the 13F portfolio, value $1,302,173.

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

  2. period ended2026-06-30
    13F 27,074 shares
    Change vs previous 13F -60 shares

    0.25% of the 13F portfolio, value $1,255,963.

    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 27,134 shares
    Change vs previous 13F -311 shares

    0.25% of the 13F portfolio, value $1,174,902.

    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 27,445 shares
    Change vs previous 13F +74 shares

    0.26% of the 13F portfolio, value $1,208,403.

    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 27,371 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,181,606.

    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 27,371 shares
    Change vs previous 13F -941 shares

    0.27% of the 13F portfolio, value $1,144,217.

    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 28,312 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,101,620.

    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 28,312 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,144,937.

    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).