CAPITAL FINANCIAL GROUP INC\CO\ /ADV: USMV 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 USMV, newest first. How the timeline and the estimate are built.

CAPITAL FINANCIAL GROUP INC\CO\ /ADV held 131,524 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 131,524 shares
Change vs previous 13F +231 shares
6.64% of the 13F portfolio, value $12,686,807.
13F-HR 0002085853-26-000948 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 131,293 shares
Change vs previous 13F +987 shares
6.69% of the 13F portfolio, value $12,176,115.
13F-HR 0002085853-26-000509 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 130,306 shares
Change vs previous 13F not available
6.84% of the 13F portfolio, value $12,269,612.
13F-HR 0002085853-26-000269 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).