Skip to content
Disclosery

Castle Rock Wealth Management, LLC: USFR position timeline

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

Castle Rock Wealth Management, LLC held 242,868 USFR 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 242,868 shares
    Change vs previous 13F +16,028 shares

    2.3% of the 13F portfolio, value $12,242,990.

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

  2. period ended2026-06-30
    13F 226,840 shares
    Change vs previous 13F -10,091 shares

    2.24% of the 13F portfolio, value $11,423,670.

    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 236,931 shares
    Change vs previous 13F -11,121 shares

    2.58% of the 13F portfolio, value $11,931,832.

    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 248,052 shares
    Change vs previous 13F +57,279 shares

    2.7% of the 13F portfolio, value $12,490,638.

    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 190,773 shares
    Change vs previous 13F -4,748 shares

    2.12% of the 13F portfolio, value $9,590,154.

    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 195,521 shares
    Change vs previous 13F +2,194 shares

    2.3% of the 13F portfolio, value $9,864,038.

    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 193,327 shares
    Change vs previous 13F +65,707 shares

    2.63% of the 13F portfolio, value $9,730,390.

    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 127,620 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,438,411.

    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).