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CAPSTONE WEALTH MANAGEMENT GROUP, LLC: VTV position timeline

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

CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 49,097 VTV 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 49,097 shares
    Change vs previous 13F +10,507 shares

    3.78% of the 13F portfolio, value $10,699,729.

    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 38,590 shares
    Change vs previous 13F +19,710 shares

    3.17% of the 13F portfolio, value $7,571,310.

    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 18,880 shares
    Change vs previous 13F +2,087 shares

    1.51% of the 13F portfolio, value $3,605,926.

    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 16,793 shares
    Change vs previous 13F +2,939 shares

    1.33% of the 13F portfolio, value $3,131,794.

    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 13,854 shares
    Change vs previous 13F +995 shares

    2.35% of the 13F portfolio, value $2,448,489.

    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).

  6. period ended2025-03-31
    13F 12,859 shares
    Change vs previous 13F -14 shares

    1.27% of the 13F portfolio, value $2,221,196.

    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 12,873 shares
    Change vs previous 13F -21 shares

    1.17% of the 13F portfolio, value $2,179,311.

    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).

  8. period ended2024-09-30
    13F 12,894 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,250,921.

    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).