CAPSTONE WEALTH MANAGEMENT GROUP, LLC: ISRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on ISRG, newest first. How the timeline and the estimate are built.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 1,195 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,195 sharesChange vs previous 13F -1,169 shares
0.17% of the 13F portfolio, value $475,228.
13F-HR 0001951757-26-001086 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,364 sharesChange vs previous 13F -642 shares
0.46% of the 13F portfolio, value $1,089,780.
13F-HR 0001951757-26-000753 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,006 sharesChange vs previous 13F 0 shares
0.71% of the 13F portfolio, value $1,702,477.
13F-HR 0001951757-26-000442 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,006 sharesChange vs previous 13F +614 shares
0.57% of the 13F portfolio, value $1,344,373.
13F-HR 0001951757-25-001399 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,392 sharesChange vs previous 13F -1,218 shares
1.25% of the 13F portfolio, value $1,299,836.
13F-HR 0001951757-25-000941 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,610 sharesChange vs previous 13F 0 shares
1.02% of the 13F portfolio, value $1,787,924.
13F-HR 0001951757-25-000467 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,610 sharesChange vs previous 13F -331 shares
1.01% of the 13F portfolio, value $1,884,275.
13F-HR 0001951757-25-000016 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,941 sharesChange vs previous 13F not available
1.15% of the 13F portfolio, value $1,936,095.
13F-HR 0001951757-24-001027 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).