Castle Rock Wealth Management, LLC
CIK
0001727605
City
WALNUT CREEK
State / Country
CA
Holdings in NAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $276,460 | 23,409 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $307,153 | 26,709 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $272,268 | 24,375 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $273,975 | 24,375 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $288,177 | 25,525 | Shares | Sole | 2025-03-05 |
| 2024-09-30 | $303,492 | 25,525 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $294,303 | 25,525 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $281,285 | 25,525 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $285,789 | 25,770 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $248,651 | 25,767 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $200,655 | 18,375 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $300,727 | 27,314 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $334,114 | 30,182 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $413,503 | 37,694 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $577,512 | 46,838 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $649,807 | 49,528 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $803,176 | 51,354 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $304,778 | 19,425 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,051,599 | 66,347 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $990,433 | 66,651 | Shares | Sole | 2021-04-27 |
| 2020-12-31 | $359,943 | 23,743 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $961,192 | 66,016 | Shares | Sole | 2020-12-07 |
| 2020-06-30 | $963,510 | 67,520 | Shares | Sole | 2020-08-10 |
| 2020-03-31 | $910,658 | 66,520 | Shares | Sole | 2020-05-18 |