CAPSTONE WEALTH MANAGEMENT GROUP, LLC: VUG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE WEALTH MANAGEMENT GROUP, LLC on VUG, newest first. How the timeline and the estimate are built.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 5,961 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 5,961 sharesChange vs previous 13F +4,969 shares
0.18% of the 13F portfolio, value $513,511.
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 992 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $433,505.
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 991 sharesChange vs previous 13F +2 shares
0.2% of the 13F portfolio, value $483,649.
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 989 sharesChange vs previous 13F +1 shares
0.2% of the 13F portfolio, value $474,486.
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 988 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $433,215.
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 988 sharesChange vs previous 13F +1 shares
0.21% of the 13F portfolio, value $366,433.
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 987 sharesChange vs previous 13F +1 shares
0.22% of the 13F portfolio, value $405,030.
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 986 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $378,393.
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).