CAPSTONE WEALTH MANAGEMENT GROUP, LLC: SPSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on SPSB, newest first. How the timeline and the estimate are built.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 20,481 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 20,481 sharesChange vs previous 13F +1,324 shares
0.22% of the 13F portfolio, value $614,626.
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 19,157 sharesChange vs previous 13F +1,466 shares
0.24% of the 13F portfolio, value $576,036.
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 17,691 sharesChange vs previous 13F -648 shares
0.22% of the 13F portfolio, value $534,269.
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 18,339 sharesChange vs previous 13F -5,456 shares
0.24% of the 13F portfolio, value $555,482.
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 23,795 sharesChange vs previous 13F -10,647 shares
0.69% of the 13F portfolio, value $718,374.
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 34,442 sharesChange vs previous 13F -33,873 shares
0.59% of the 13F portfolio, value $1,036,713.
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 68,315 sharesChange vs previous 13F -30,502 shares
1.09% of the 13F portfolio, value $2,039,880.
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 98,817 sharesChange vs previous 13F not available
1.77% of the 13F portfolio, value $2,992,179.
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).