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Castle Rock Wealth Management, LLC: SBUX position timeline

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

Castle Rock Wealth Management, LLC held 2,438 SBUX 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 2,438 shares
    Change vs previous 13F -262 shares

    0.04% of the 13F portfolio, value $234,278.

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

  2. period ended2026-06-30
    13F 2,700 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $279,202.

    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 2,637 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $238,347.

    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 2,588 shares
    Change vs previous 13F -18,054 shares

    0.05% of the 13F portfolio, value $240,004.

    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 20,642 shares
    Change vs previous 13F +303 shares

    0.4% of the 13F portfolio, value $1,790,776.

    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 20,339 shares
    Change vs previous 13F +2,885 shares

    0.44% of the 13F portfolio, value $1,902,321.

    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 17,454 shares
    Change vs previous 13F -3,129 shares

    0.46% of the 13F portfolio, value $1,716,041.

    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 20,583 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,316,591.

    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).