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Disclosery

Castle Rock Wealth Management, LLC: WM position timeline

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

Castle Rock Wealth Management, LLC held 8,994 WM 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 8,994 shares
    Change vs previous 13F -1,123 shares

    0.35% of the 13F portfolio, value $1,869,570.

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

  2. period ended2026-06-30
    13F 10,117 shares
    Change vs previous 13F +478 shares

    0.45% of the 13F portfolio, value $2,267,069.

    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 9,639 shares
    Change vs previous 13F +304 shares

    0.49% of the 13F portfolio, value $2,269,325.

    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 9,335 shares
    Change vs previous 13F +1,126 shares

    0.45% of the 13F portfolio, value $2,098,685.

    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 8,209 shares
    Change vs previous 13F +422 shares

    0.4% of the 13F portfolio, value $1,787,505.

    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 7,787 shares
    Change vs previous 13F -523 shares

    0.41% of the 13F portfolio, value $1,762,823.

    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 8,310 shares
    Change vs previous 13F -2,439 shares

    0.52% of the 13F portfolio, value $1,935,273.

    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 10,749 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,447,955.

    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).