Skip to content
Disclosery

Capstone Wealth Management, Inc.: IVV position timeline

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

Capstone Wealth Management, Inc. held 8,345 IVV 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 8,345 shares
    Change vs previous 13F +467 shares

    4.7% of the 13F portfolio, value $6,265,809.

    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 7,878 shares
    Change vs previous 13F +160 shares

    4.41% of the 13F portfolio, value $5,203,472.

    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 7,718 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $5,290,291.

    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).