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Castle Rock Wealth Management, LLC → YOU
Castle Rock Wealth Management, LLC YOU Position History
Clear Secure, Inc. • Technology
Quarters held
5
Latest value
$599K
Q3 2026
Peak value
$802K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $445K |
| Q4 2025 | $457K |
| Q1 2026 | $745K |
| Q2 2026 | $802K |
| Q3 2026 | $599K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $599K | 14.4K | — | — |
| Q2 2026 | $802K | 14.4K | — | — |
| Q1 2026 | $745K | 14.5K | — | — |
| Q4 2025 | $457K | 14.5K | — | — |
| Q3 2025 | $445K | 14.2K | — | — |
Other funds holding YOU
$377.8M
$368.5M
$338.2M
$318.4M
$206.2M
$206.2M
$182.6M
$165M