Rockline Wealth Management, LLC has submitted its latest 13F-HR filing, detailing its institutional holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and market positioning.
Background
Rockline Wealth Management, LLC is a firm that specializes in wealth management services. It is registered under the Central Index Key (CIK) number 0002005098. The company is based in Islip Terrace, New York, and is categorized as an 'other' entity type. The latest filing was made on October 26, 2026, and is part of a series of recent filings that include various 13F-HR reports.
What the Filing Says
The filing, which is categorized as a 13F-HR, indicates that Rockline Wealth Management has reported its holdings as of September 30, 2026. However, specific details about the holdings or investment strategies were not disclosed in the filing.
Impact
This update may affect various stakeholders, including clients of Rockline Wealth Management, competitors in the wealth management industry, and analysts who track institutional investment trends. Understanding Rockline's holdings can provide insights into broader market movements and investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was officially accepted on October 26, 2026, at 13:22:14, and it includes two documents. The period of the report covers the date of September 30, 2026, indicating the snapshot of holdings at that time. The effectiveness date of the filing is also noted as October 26, 2026.
Contact Information
Rockline Wealth Management, LLC is located at 2701 Sunrise Hwy, Islip Terrace, NY 11752. For inquiries, the firm can be reached at 516-605-1624. This contact information may be relevant for clients seeking further details about their investment strategies or for stakeholders interested in the firm's operations.
Company Information
Rockline Wealth Management, LLC is identified by its Central Index Key (CIK) number 0002005098 and has an Employer Identification Number (EIN) of 824803753. The company is incorporated in New York, with its fiscal year ending on December 31. This information provides additional context regarding the firm's regulatory and operational framework.
Missing Information
The filing does not provide specific details about the individual holdings or the overall investment strategies employed by Rockline Wealth Management, LLC. Additionally, there is no information regarding any changes in management or significant events that may impact the company's future operations.