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Castle Rock Wealth Management, LLC: RDVY position timeline

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

Castle Rock Wealth Management, LLC held 7,629 RDVY 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 7,629 shares
    Change vs previous 13F +712 shares

    0.11% of the 13F portfolio, value $606,182.

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

  2. period ended2026-06-30
    13F 6,917 shares
    Change vs previous 13F +205 shares

    0.11% of the 13F portfolio, value $557,345.

    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 6,712 shares
    Change vs previous 13F +142 shares

    0.1% of the 13F portfolio, value $462,361.

    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 6,570 shares
    Change vs previous 13F +211 shares

    0.1% of the 13F portfolio, value $471,445.

    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 6,359 shares
    Change vs previous 13F +310 shares

    0.09% of the 13F portfolio, value $428,159.

    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 6,049 shares
    Change vs previous 13F +292 shares

    0.09% of the 13F portfolio, value $382,978.

    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 5,757 shares
    Change vs previous 13F +72 shares

    0.09% of the 13F portfolio, value $337,399.

    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 5,685 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $356,123.

    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).