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Castle Rock Wealth Management, LLC: UTG position timeline

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

Castle Rock Wealth Management, LLC held 17,487 UTG 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 17,487 shares
    Change vs previous 13F +287 shares

    0.12% of the 13F portfolio, value $639,325.

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

  2. period ended2026-06-30
    13F 17,200 shares
    Change vs previous 13F -176 shares

    0.13% of the 13F portfolio, value $686,796.

    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 17,376 shares
    Change vs previous 13F -825 shares

    0.15% of the 13F portfolio, value $692,086.

    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 18,201 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $680,808.

    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 18,246 shares
    Change vs previous 13F +3,510 shares

    0.16% of the 13F portfolio, value $728,475.

    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 14,736 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $548,623.

    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).