Skip to content
Disclosery

CAPSTONE WEALTH MANAGEMENT GROUP, LLC: PLTR position timeline

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

CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 5,043 PLTR 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 5,043 shares
    Change vs previous 13F -7,975 shares

    0.21% of the 13F portfolio, value $588,370.

    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 13,018 shares
    Change vs previous 13F -5,901 shares

    0.8% of the 13F portfolio, value $1,904,274.

    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 18,919 shares
    Change vs previous 13F +242 shares

    1.41% of the 13F portfolio, value $3,362,874.

    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 18,677 shares
    Change vs previous 13F +18,677 shares

    1.44% of the 13F portfolio, value $3,407,070.

    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 0 shares
    Change vs previous 13F -17,147 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 17,147 shares
    Change vs previous 13F +4,722 shares

    0.83% of the 13F portfolio, value $1,447,207.

    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 12,425 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $939,708.

    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).