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Disclosery

Capstone Wealth Management, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management, Inc. on AGG, newest first. How the timeline and the estimate are built.

Capstone Wealth Management, Inc. held 27,747 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,747 shares
    Change vs previous 13F +2,524 shares

    2.05% of the 13F portfolio, value $2,734,332.

    13F-HR 0002112205-26-000003 filed by Capstone Wealth Management, Inc.
    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 25,223 shares
    Change vs previous 13F -215 shares

    2.12% of the 13F portfolio, value $2,500,534.

    13F-HR 0002112205-26-000002 filed by Capstone Wealth Management, Inc.
    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 25,438 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,541,954.

    13F-HR 0002112205-26-000001 filed by Capstone Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).