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Capstone Wealth Management, LLC: DFAI position timeline

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

Capstone Wealth Management, LLC held 105,407 DFAI 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 105,407 shares
    Change vs previous 13F +2,925 shares

    2.02% of the 13F portfolio, value $4,348,052.

    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 102,482 shares
    Change vs previous 13F +4,306 shares

    2.78% of the 13F portfolio, value $3,992,693.

    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 98,176 shares
    Change vs previous 13F +2,285 shares

    2.73% of the 13F portfolio, value $3,741,482.

    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 95,891 shares
    Change vs previous 13F +14,912 shares

    2.68% of the 13F portfolio, value $3,485,656.

    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 80,979 shares
    Change vs previous 13F +28,645 shares

    2.45% of the 13F portfolio, value $2,799,428.

    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 52,334 shares
    Change vs previous 13F +5,518 shares

    1.63% of the 13F portfolio, value $1,634,390.

    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 46,816 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,367,036.

    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).