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CAPSTONE WEALTH MANAGEMENT GROUP, LLC: XLP position timeline

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

CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 0 XLP shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,000 shares

    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).

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

  2. period ended2025-06-30
    13F 4,000 shares
    Change vs previous 13F -4,585 shares

    0.31% of the 13F portfolio, value $323,900.

    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).

  3. period ended2025-03-31
    13F 8,585 shares
    Change vs previous 13F -40,352 shares

    0.4% of the 13F portfolio, value $701,095.

    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).

  4. period ended2024-12-31
    13F 48,937 shares
    Change vs previous 13F -2,266 shares

    2.06% of the 13F portfolio, value $3,846,931.

    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).

  5. period ended2024-09-30
    13F 51,203 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,249,860.

    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).