Skip to content
Disclosery

Castle Rock Wealth Management, LLC: VPU position timeline

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

Castle Rock Wealth Management, LLC held 9,913 VPU 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 9,913 shares
    Change vs previous 13F -333 shares

    0.33% of the 13F portfolio, value $1,766,234.

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

  2. period ended2026-06-30
    13F 10,246 shares
    Change vs previous 13F -49 shares

    0.39% of the 13F portfolio, value $1,981,305.

    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 10,295 shares
    Change vs previous 13F -11 shares

    0.45% of the 13F portfolio, value $2,060,400.

    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 10,306 shares
    Change vs previous 13F +271 shares

    0.42% of the 13F portfolio, value $1,932,158.

    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 10,035 shares
    Change vs previous 13F +1,053 shares

    0.42% of the 13F portfolio, value $1,907,150.

    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 8,982 shares
    Change vs previous 13F -946 shares

    0.38% of the 13F portfolio, value $1,634,840.

    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 9,928 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $1,694,950.

    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 9,927 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,694,494.

    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).