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Disclosery

Capstone Wealth Management, LLC: DFEM position timeline

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

Capstone Wealth Management, LLC held 94,064 DFEM 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 94,064 shares
    Change vs previous 13F -2,267 shares

    1.77% of the 13F portfolio, value $3,822,753.

    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 96,331 shares
    Change vs previous 13F +4,499 shares

    2.32% of the 13F portfolio, value $3,328,228.

    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 91,832 shares
    Change vs previous 13F +2,421 shares

    2.22% of the 13F portfolio, value $3,037,816.

    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 89,411 shares
    Change vs previous 13F +16,671 shares

    2.21% of the 13F portfolio, value $2,867,419.

    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 72,740 shares
    Change vs previous 13F +20,592 shares

    1.89% of the 13F portfolio, value $2,158,918.

    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 52,148 shares
    Change vs previous 13F +8,128 shares

    1.37% of the 13F portfolio, value $1,379,824.

    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 44,020 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,152,892.

    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).