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Castle Rock Wealth Management, LLC: TSLA position timeline

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

Castle Rock Wealth Management, LLC held 5,461 TSLA 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 5,461 shares
    Change vs previous 13F +518 shares

    0.39% of the 13F portfolio, value $2,078,893.

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

  2. period ended2026-06-30
    13F 4,943 shares
    Change vs previous 13F -3,133 shares

    0.41% of the 13F portfolio, value $2,102,258.

    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 8,076 shares
    Change vs previous 13F +126 shares

    0.63% of the 13F portfolio, value $2,911,945.

    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 7,950 shares
    Change vs previous 13F +4,592 shares

    0.72% of the 13F portfolio, value $3,314,783.

    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 3,358 shares
    Change vs previous 13F -462 shares

    0.33% of the 13F portfolio, value $1,496,740.

    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 3,820 shares
    Change vs previous 13F -269 shares

    0.29% of the 13F portfolio, value $1,257,761.

    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 4,089 shares
    Change vs previous 13F +364 shares

    0.3% of the 13F portfolio, value $1,123,581.

    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 3,725 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,325,326.

    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).