Castle Rock Wealth Management, LLC
Position in YOU — Clear Secure, Inc.
CIK 1727605
WALNUT CREEK, CA
Position in YOU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$803,069
+$100,447 QoQ
Shares Held
14,410
-0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#217
of 448 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $3,127,256 across 3 Software - Application names. YOU ranks #3 (25.7% of the industry book) .
All Filings in YOU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,069 | 14,410 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $702,622 | 14,514 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $508,624 | 14,499 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $475,097 | 14,233 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $398,911 | 14,370 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $413,989 | 15,978 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||