Skip to content
Disclosery

CAPSTONE WEALTH MANAGEMENT GROUP, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on MSFT, newest first. How the timeline and the estimate are built.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 5,103 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,103 shares
    Change vs previous 13F -472 shares

    0.67% of the 13F portfolio, value $1,903,690.

    13F-HR 0001951757-26-001086 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    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 5,575 shares
    Change vs previous 13F -5,787 shares

    0.86% of the 13F portfolio, value $2,063,711.

    13F-HR 0001951757-26-000753 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    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 11,362 shares
    Change vs previous 13F -1,190 shares

    2.3% of the 13F portfolio, value $5,494,951.

    13F-HR 0001951757-26-000442 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,552 shares
    Change vs previous 13F +887 shares

    2.75% of the 13F portfolio, value $6,501,151.

    13F-HR 0001951757-25-001399 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,665 shares
    Change vs previous 13F +5,178 shares

    5.57% of the 13F portfolio, value $5,802,458.

    13F-HR 0001951757-25-000941 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,487 shares
    Change vs previous 13F -1,132 shares

    1.39% of the 13F portfolio, value $2,435,140.

    13F-HR 0001951757-25-000467 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,619 shares
    Change vs previous 13F +828 shares

    1.72% of the 13F portfolio, value $3,211,418.

    13F-HR 0001951757-25-000016 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,791 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,922,035.

    13F-HR 0001951757-24-001027 filed by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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