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CAPITAL FINANCIAL GROUP INC\CO\ /ADV: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL FINANCIAL GROUP INC\CO\ /ADV on FIXD, newest first. How the timeline and the estimate are built.

CAPITAL FINANCIAL GROUP INC\CO\ /ADV held 113,161 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,161 shares
    Change vs previous 13F +907 shares

    2.58% of the 13F portfolio, value $4,934,965.

    13F-HR 0002085853-26-000948 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 112,254 shares
    Change vs previous 13F +2,670 shares

    2.69% of the 13F portfolio, value $4,893,155.

    13F-HR 0002085853-26-000509 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 109,584 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $4,856,780.

    13F-HR 0002085853-26-000269 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).