Castle Rock Wealth Management, LLC: WDEF position timeline

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

Castle Rock Wealth Management, LLC held 0 WDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -24,495 shares
13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 24,495 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $790,454.
13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).