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Capstone Wealth Management, LLC: BSVO position timeline

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

Capstone Wealth Management, LLC held 711,693 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 711,693 shares
    Change vs previous 13F -6,719 shares

    9.64% of the 13F portfolio, value $20,774,107.

    13F-HR 0001725547-26-000245 filed by Capstone Wealth Management, LLC
    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 718,412 shares
    Change vs previous 13F +10,025 shares

    12.71% of the 13F portfolio, value $18,226,105.

    13F-HR 0001725547-26-000141 filed by Capstone Wealth Management, LLC
    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 708,387 shares
    Change vs previous 13F +4,617 shares

    12.04% of the 13F portfolio, value $16,505,410.

    13F-HR 0001725547-26-000035 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 703,770 shares
    Change vs previous 13F +40,322 shares

    12.27% of the 13F portfolio, value $15,941,307.

    13F-HR 0001725547-25-004106 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 663,448 shares
    Change vs previous 13F +95,480 shares

    11.85% of the 13F portfolio, value $13,521,072.

    13F-HR 0001725547-25-003416 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 567,968 shares
    Change vs previous 13F +14,004 shares

    11% of the 13F portfolio, value $11,041,303.

    13F-HR 0001725547-25-001416 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 553,964 shares
    Change vs previous 13F not available

    11.72% of the 13F portfolio, value $11,993,312.

    13F-HR 0001725547-25-000137 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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