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Castle Rock Wealth Management, LLC: TBIL position timeline

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

Castle Rock Wealth Management, LLC held 7,689 TBIL 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 7,689 shares
    Change vs previous 13F -393 shares

    0.07% of the 13F portfolio, value $383,551.

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

  2. period ended2026-06-30
    13F 8,082 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $402,974.

    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 8,102 shares
    Change vs previous 13F +42 shares

    0.09% of the 13F portfolio, value $404,126.

    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 8,060 shares
    Change vs previous 13F +1,454 shares

    0.09% of the 13F portfolio, value $402,132.

    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 6,606 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $329,353.

    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 6,556 shares
    Change vs previous 13F +1,168 shares

    0.08% of the 13F portfolio, value $327,383.

    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 5,388 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $268,538.

    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).