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Castle Rock Wealth Management, LLC: XYLD position timeline

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

Castle Rock Wealth Management, LLC held 14,315 XYLD 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 14,315 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $599,804.

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

  2. period ended2026-06-30
    13F 14,307 shares
    Change vs previous 13F -3,119 shares

    0.11% of the 13F portfolio, value $584,165.

    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 17,426 shares
    Change vs previous 13F -562 shares

    0.15% of the 13F portfolio, value $686,081.

    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 17,988 shares
    Change vs previous 13F -8,083 shares

    0.16% of the 13F portfolio, value $729,062.

    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 26,071 shares
    Change vs previous 13F -2,700 shares

    0.23% of the 13F portfolio, value $1,025,634.

    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 28,771 shares
    Change vs previous 13F -5,009 shares

    0.26% of the 13F portfolio, value $1,114,715.

    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 33,780 shares
    Change vs previous 13F +1,238 shares

    0.36% of the 13F portfolio, value $1,334,648.

    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 32,542 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,393,468.

    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).