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CAPSTONE WEALTH MANAGEMENT GROUP, LLC: SPY position timeline

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

CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 492 SPY 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 492 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $367,138.

    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 501 shares
    Change vs previous 13F -1,905 shares

    0.14% of the 13F portfolio, value $325,582.

    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 2,406 shares
    Change vs previous 13F +2,056 shares

    0.69% of the 13F portfolio, value $1,640,395.

    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 350 shares
    Change vs previous 13F +350 shares

    0.1% of the 13F portfolio, value $232,912.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -363 shares

    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).

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

  6. period ended2024-12-31
    13F 363 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $212,899.

    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).

  7. period ended2024-09-30
    13F 362 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $207,794.

    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).