CAPSTONE WEALTH MANAGEMENT GROUP, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on VOO, newest first. How the timeline and the estimate are built.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 1,817 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,817 sharesChange vs previous 13F +1 shares
0.44% of the 13F portfolio, value $1,247,665.
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 1,816 sharesChange vs previous 13F +1 shares
0.45% of the 13F portfolio, value $1,085,167.
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 1,815 sharesChange vs previous 13F +1 shares
0.48% of the 13F portfolio, value $1,138,483.
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 1,814 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $1,111,011.
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 1,814 sharesChange vs previous 13F 0 shares
0.99% of the 13F portfolio, value $1,030,200.
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 1,814 sharesChange vs previous 13F +1 shares
0.53% of the 13F portfolio, value $932,047.
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 1,813 sharesChange vs previous 13F +1 shares
0.52% of the 13F portfolio, value $976,822.
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 1,812 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $955,972.
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).