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Castle Rock Wealth Management, LLC: XLE position timeline

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

Castle Rock Wealth Management, LLC held 50,195 XLE 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 50,195 shares
    Change vs previous 13F -10,418 shares

    0.6% of the 13F portfolio, value $3,199,963.

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

  2. period ended2026-06-30
    13F 60,613 shares
    Change vs previous 13F +3,770 shares

    0.63% of the 13F portfolio, value $3,200,954.

    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 56,843 shares
    Change vs previous 13F +2,773 shares

    0.73% of the 13F portfolio, value $3,367,935.

    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 54,070 shares
    Change vs previous 13F +28,734 shares

    0.6% of the 13F portfolio, value $2,762,169.

    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 25,336 shares
    Change vs previous 13F +1,775 shares

    0.5% of the 13F portfolio, value $2,245,190.

    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 23,561 shares
    Change vs previous 13F -2,703 shares

    0.47% of the 13F portfolio, value $2,011,338.

    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 26,264 shares
    Change vs previous 13F -280 shares

    0.66% of the 13F portfolio, value $2,451,790.

    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 26,544 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,390,797.

    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).