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Castle Rock Wealth Management, LLC: UDEC position timeline

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

Castle Rock Wealth Management, LLC held 36,268 UDEC 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 36,268 shares
    Change vs previous 13F -927 shares

    0.29% of the 13F portfolio, value $1,565,690.

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

  2. period ended2026-06-30
    13F 37,195 shares
    Change vs previous 13F -125 shares

    0.3% of the 13F portfolio, value $1,551,032.

    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 37,320 shares
    Change vs previous 13F -2,291 shares

    0.32% of the 13F portfolio, value $1,455,853.

    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 39,611 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,575,329.

    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 39,611 shares
    Change vs previous 13F -2,709 shares

    0.34% of the 13F portfolio, value $1,521,459.

    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 42,320 shares
    Change vs previous 13F -2,149 shares

    0.36% of the 13F portfolio, value $1,561,185.

    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 44,469 shares
    Change vs previous 13F -617 shares

    0.41% of the 13F portfolio, value $1,525,287.

    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 45,086 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,619,038.

    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).