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Castle Rock Wealth Management, LLC: YOU position timeline

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

Castle Rock Wealth Management, LLC held 14,430 YOU 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 14,430 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $598,845.

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

  2. period ended2026-06-30
    13F 14,410 shares
    Change vs previous 13F -104 shares

    0.16% of the 13F portfolio, value $802,061.

    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 14,514 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $745,439.

    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 14,499 shares
    Change vs previous 13F +266 shares

    0.1% of the 13F portfolio, value $457,401.

    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 14,233 shares
    Change vs previous 13F -137 shares

    0.1% of the 13F portfolio, value $445,351.

    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 14,370 shares
    Change vs previous 13F -1,608 shares

    0.1% of the 13F portfolio, value $429,879.

    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 15,978 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $403,542.

    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).