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Castle Rock Wealth Management, LLC: WFC position timeline

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

Castle Rock Wealth Management, LLC held 15,378 WFC 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 15,378 shares
    Change vs previous 13F +58 shares

    0.24% of the 13F portfolio, value $1,253,439.

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

  2. period ended2026-06-30
    13F 15,320 shares
    Change vs previous 13F +9 shares

    0.26% of the 13F portfolio, value $1,316,601.

    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 15,311 shares
    Change vs previous 13F +385 shares

    0.27% of the 13F portfolio, value $1,234,095.

    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 14,926 shares
    Change vs previous 13F +60 shares

    0.3% of the 13F portfolio, value $1,378,117.

    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 14,866 shares
    Change vs previous 13F -7 shares

    0.26% of the 13F portfolio, value $1,194,880.

    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 14,873 shares
    Change vs previous 13F +25 shares

    0.28% of the 13F portfolio, value $1,203,397.

    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 14,848 shares
    Change vs previous 13F +15 shares

    0.28% of the 13F portfolio, value $1,052,492.

    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 14,833 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,186,380.

    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).