Capstone Wealth Management, Inc.: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management, Inc. on DFSD, newest first. How the timeline and the estimate are built.
Capstone Wealth Management, Inc. held 5,370 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 5,370 sharesChange vs previous 13F +33 shares
0.19% of the 13F portfolio, value $256,307.
13F-HR 0002112205-26-000003 filed by Capstone Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,337 sharesChange vs previous 13F +9 shares
0.22% of the 13F portfolio, value $255,639.
13F-HR 0002112205-26-000002 filed by Capstone Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,328 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $255,565.
13F-HR 0002112205-26-000001 filed by Capstone Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).