Capstone Wealth Management, LLC: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management, LLC on DFAC, newest first. How the timeline and the estimate are built.
Capstone Wealth Management, LLC held 396,182 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 396,182 sharesChange vs previous 13F +3,062 shares
8.15% of the 13F portfolio, value $17,574,631.
13F-HR 0001725547-26-000245 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 393,120 sharesChange vs previous 13F +1,417 shares
10.65% of the 13F portfolio, value $15,276,626.
13F-HR 0001725547-26-000141 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 391,703 sharesChange vs previous 13F -453 shares
11.32% of the 13F portfolio, value $15,507,537.
13F-HR 0001725547-26-000035 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 392,156 sharesChange vs previous 13F -351 shares
11.64% of the 13F portfolio, value $15,125,442.
13F-HR 0001725547-25-004106 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 392,507 sharesChange vs previous 13F -25,883 shares
12.33% of the 13F portfolio, value $14,067,450.
13F-HR 0001725547-25-003416 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 418,390 sharesChange vs previous 13F -7,062 shares
13.75% of the 13F portfolio, value $13,802,684.
13F-HR 0001725547-25-001416 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 425,452 sharesChange vs previous 13F not available
14.38% of the 13F portfolio, value $14,716,394.
13F-HR 0001725547-25-000137 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).