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Castle Rock Wealth Management, LLC: SGOV position timeline

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

Castle Rock Wealth Management, LLC held 222,619 SGOV 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 222,619 shares
    Change vs previous 13F +143,774 shares

    4.21% of the 13F portfolio, value $22,364,300.

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

  2. period ended2026-06-30
    13F 78,845 shares
    Change vs previous 13F -11,098 shares

    1.55% of the 13F portfolio, value $7,916,038.

    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 89,943 shares
    Change vs previous 13F +2,292 shares

    1.96% of the 13F portfolio, value $9,032,997.

    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 87,651 shares
    Change vs previous 13F -12,117 shares

    1.9% of the 13F portfolio, value $8,798,820.

    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 99,768 shares
    Change vs previous 13F -18,226 shares

    2.21% of the 13F portfolio, value $10,015,749.

    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 117,994 shares
    Change vs previous 13F +30,442 shares

    2.77% of the 13F portfolio, value $11,869,619.

    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 87,552 shares
    Change vs previous 13F -3,474 shares

    2.37% of the 13F portfolio, value $8,785,670.

    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 91,026 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $9,148,145.

    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).