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Disclosery

Capstone Wealth Management, LLC: DFAT position timeline

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

Capstone Wealth Management, LLC held 195,951 DFAT 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 195,951 shares
    Change vs previous 13F -6,850 shares

    6.36% of the 13F portfolio, value $13,696,991.

    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 202,801 shares
    Change vs previous 13F -408 shares

    8.83% of the 13F portfolio, value $12,664,937.

    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 203,209 shares
    Change vs previous 13F -3,141 shares

    8.83% of the 13F portfolio, value $12,099,078.

    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 206,350 shares
    Change vs previous 13F +207 shares

    9.25% of the 13F portfolio, value $12,011,633.

    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 206,143 shares
    Change vs previous 13F +183 shares

    9.75% of the 13F portfolio, value $11,123,493.

    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 205,960 shares
    Change vs previous 13F -2,376 shares

    10.57% of the 13F portfolio, value $10,604,886.

    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 208,336 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $11,595,992.

    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).