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Capstone Wealth Management, Inc.: DFAX position timeline

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

Capstone Wealth Management, Inc. held 122,053 DFAX 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 122,053 shares
    Change vs previous 13F -68 shares

    3.35% of the 13F portfolio, value $4,464,105.

    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 122,121 shares
    Change vs previous 13F -1,429 shares

    3.56% of the 13F portfolio, value $4,200,350.

    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 123,550 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $4,087,019.

    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).