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Disclosery

Castle Rock Wealth Management, LLC: VST position timeline

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

Castle Rock Wealth Management, LLC held 0 VST shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,916 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,916 shares
    Change vs previous 13F -9,317 shares

    0.06% of the 13F portfolio, value $289,971.

    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).

  3. period ended2025-09-30
    13F 11,233 shares
    Change vs previous 13F +231 shares

    0.5% of the 13F portfolio, value $2,282,693.

    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).

  4. period ended2025-06-30
    13F 11,002 shares
    Change vs previous 13F +6,896 shares

    0.48% of the 13F portfolio, value $2,068,482.

    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).

  5. period ended2025-03-31
    13F 4,106 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $498,674.

    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).

  6. period ended2024-12-31
    13F 4,078 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $683,717.

    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).