Capstone Wealth Management, Inc.: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management, Inc. on JCPB, newest first. How the timeline and the estimate are built.
Capstone Wealth Management, Inc. held 18,764 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 18,764 sharesChange vs previous 13F +366 shares
0.66% of the 13F portfolio, value $876,581.
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 18,398 sharesChange vs previous 13F +578 shares
0.73% of the 13F portfolio, value $864,248.
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 17,820 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $843,825.
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).