Castle Rock Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Walnut Creek, CA
CIK
0001727605
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 209 292,765 13F-HR 7/10/2023 000108514623002624 Castle Rock Wealth Management, LLC
Q1 2023 214 279,947 13F-HR 5/11/2023 000108514623002257 Castle Rock Wealth Management, LLC
Q4 2022 218 223,779 13F-HR 1/30/2023 000108514623000471 Castle Rock Wealth Management, LLC
Q3 2022 199 198,460 13F-HR 10/13/2022 000108514622003387 Castle Rock Wealth Management, LLC
Q2 2022 212 196,038 13F-HR 7/13/2022 000108514622002355 Castle Rock Wealth Management, LLC
Q1 2022 239 217,383 13F-HR 4/25/2022 000108514622001527 Castle Rock Wealth Management, LLC
Q4 2021 245 245,241 13F-HR 2/1/2022 000108514622000436 Castle Rock Wealth Management, LLC
Q3 2021 254 292,136 13F-HR 11/12/2021 000108514621003173 Castle Rock Wealth Management, LLC
Q2 2021 249 272,621 13F-HR 8/13/2021 000108514621002420 Castle Rock Wealth Management, LLC
Q1 2021 242 248,141 13F-HR 4/27/2021 000108514621001319 Castle Rock Wealth Management, LLC
Q4 2020 233 240,539 13F-HR 1/29/2021 000108514621000318 Castle Rock Wealth Management, LLC
Q3 2020 162 152,580 13F-HR 12/7/2020 000108514620003082 Castle Rock Wealth Management, LLC
Q2 2020 192 170,686 13F-HR 8/10/2020 000108514620002078 Castle Rock Wealth Management, LLC
Q1 2020 128 115,925 13F-HR 5/18/2020 000108514620001632 Castle Rock Wealth Management, LLC
Q4 2019 167 110,989 13F-HR 2/13/2020 000108514620000639 Castle Rock Wealth Management, LLC
Q3 2019 158 96,289 13F-HR 11/13/2019 000108514619002906 Castle Rock Wealth Management, LLC
Q2 2019 146 90,117 13F-HR 8/8/2019 000108514619002149 Castle Rock Wealth Management, LLC
Q1 2019 54 2,331 RESTATEMENT 5/16/2019 000108514619001682 Castle Rock Wealth Management, LLC
Q1 2019 226 4,766,959 13F-HR 5/15/2019 000108514619001641 Castle Rock Wealth Management, LLC
Q4 2018 8 2,168 RESTATEMENT 2/20/2019 000108514619000993 Castle Rock Wealth Management, LLC
Q4 2018 138 70,545 13F-HR 2/11/2019 000108514619000446 Castle Rock Wealth Management, LLC
Q3 2018 113 62,913 13F-HR 11/13/2018 000108514618002590 Castle Rock Wealth Management, LLC
Q2 2018 121 73,280 13F-HR 8/13/2018 000108514618002025 Castle Rock Wealth Management, LLC
Q1 2018 103 60,456 13F-HR 5/14/2018 000108514618001408 Castle Rock Wealth Management, LLC
Q4 2017 101 51,374 13F-HR 2/8/2018 000108514618000419 Castle Rock Wealth Management, LLC