CAPSTONE WEALTH MANAGEMENT GROUP, LLC: SLYV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on SLYV, newest first. How the timeline and the estimate are built.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 2,584 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 2,584 sharesChange vs previous 13F -72 shares
0.1% of the 13F portfolio, value $281,887.
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 2,656 sharesChange vs previous 13F +12 shares
0.11% of the 13F portfolio, value $251,205.
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 2,644 sharesChange vs previous 13F +16 shares
0.1% of the 13F portfolio, value $240,559.
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 2,628 sharesChange vs previous 13F -161 shares
0.1% of the 13F portfolio, value $232,945.
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 2,789 sharesChange vs previous 13F +15 shares
0.21% of the 13F portfolio, value $222,475.
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 2,774 sharesChange vs previous 13F +12 shares
0.12% of the 13F portfolio, value $217,481.
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 2,762 sharesChange vs previous 13F -29 shares
0.13% of the 13F portfolio, value $240,951.
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 2,791 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $242,322.
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).