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Castle Rock Wealth Management, LLC: WMT position timeline

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

Castle Rock Wealth Management, LLC held 33,628 WMT 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 33,628 shares
    Change vs previous 13F -3,369 shares

    0.68% of the 13F portfolio, value $3,604,892.

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

  2. period ended2026-06-30
    13F 36,997 shares
    Change vs previous 13F +636 shares

    0.79% of the 13F portfolio, value $4,025,974.

    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 36,361 shares
    Change vs previous 13F +288 shares

    0.99% of the 13F portfolio, value $4,573,868.

    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 36,073 shares
    Change vs previous 13F +258 shares

    0.99% of the 13F portfolio, value $4,583,453.

    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 35,815 shares
    Change vs previous 13F +751 shares

    0.8% of the 13F portfolio, value $3,621,265.

    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 35,064 shares
    Change vs previous 13F -3,004 shares

    0.79% of the 13F portfolio, value $3,362,638.

    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 38,068 shares
    Change vs previous 13F -5,829 shares

    0.91% of the 13F portfolio, value $3,376,432.

    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 43,897 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,567,032.

    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).