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Disclosery

Rockline Wealth Management, LLC: CB position timeline

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

Rockline Wealth Management, LLC held 657 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 657 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $223,866.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 657 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $214,136.

    13F-HR 0001172661-26-001574 filed by Rockline 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 ended2025-12-31
    13F 657 shares
    Change vs previous 13F +657 shares

    0.04% of the 13F portfolio, value $205,063.

    13F-HR 0001172661-26-000560 filed by Rockline 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -756 shares

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 756 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $228,304.

    13F-HR 0001172661-25-001525 filed by Rockline 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 ended2024-12-31
    13F 756 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $208,883.

    13F-HR 0001172661-25-000354 filed by Rockline 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 ended2024-09-30
    13F 756 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,023.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).