Castle Rock Wealth Management, LLC
CIK
0001727605
City
WALNUT CREEK
State / Country
CA
Holdings in NKX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $300,948 | 24,192 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $306,512 | 24,192 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $284,739 | 24,192 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $304,514 | 24,187 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $319,147 | 25,249 | Shares | Sole | 2025-03-05 |
| 2024-09-30 | $343,011 | 25,240 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $315,664 | 25,233 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $306,544 | 25,230 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $291,084 | 25,224 | Shares | Sole | 2024-01-09 |
| 2023-09-30 | $258,746 | 25,219 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $222,606 | 19,290 | Shares | Sole | 2023-07-11 |
| 2023-03-31 | $293,479 | 25,213 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $310,058 | 25,208 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $297,647 | 25,203 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $324,563 | 25,199 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $341,644 | 25,195 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $398,773 | 25,191 | Shares | Sole | 2022-02-02 |
| 2021-06-30 | $395,030 | 24,235 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $374,368 | 24,231 | Shares | Sole | 2021-04-27 |
| 2020-09-30 | $354,783 | 23,234 | Shares | Sole | 2020-12-07 |
| 2020-06-30 | $269,635 | 18,060 | Shares | Sole | 2020-08-10 |
| 2020-03-31 | $255,729 | 18,060 | Shares | Sole | 2020-05-18 |