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Capstone Wealth Management, LLC: DFAU position timeline

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

Capstone Wealth Management, LLC held 48,381 DFAU 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 48,381 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $2,500,834.

    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 48,381 shares
    Change vs previous 13F +9,258 shares

    1.52% of the 13F portfolio, value $2,182,968.

    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 39,123 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,830,974.

    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 39,123 shares
    Change vs previous 13F +32 shares

    1.38% of the 13F portfolio, value $1,790,286.

    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 39,091 shares
    Change vs previous 13F +2,902 shares

    1.45% of the 13F portfolio, value $1,655,874.

    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 36,189 shares
    Change vs previous 13F +14,580 shares

    1.39% of the 13F portfolio, value $1,391,120.

    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 21,609 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $874,967.

    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).