Skip to content
Disclosery

Capstone Wealth Management, LLC: DFIV position timeline

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

Capstone Wealth Management, LLC held 261,831 DFIV 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 261,831 shares
    Change vs previous 13F -2,751 shares

    6.56% of the 13F portfolio, value $14,144,106.

    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 264,582 shares
    Change vs previous 13F -2,025 shares

    9.74% of the 13F portfolio, value $13,964,627.

    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 266,607 shares
    Change vs previous 13F -158 shares

    9.71% of the 13F portfolio, value $13,303,693.

    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 266,765 shares
    Change vs previous 13F +4,344 shares

    9.47% of the 13F portfolio, value $12,303,192.

    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 262,421 shares
    Change vs previous 13F -2,241 shares

    9.85% of the 13F portfolio, value $11,239,491.

    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 264,662 shares
    Change vs previous 13F -2,106 shares

    10.38% of the 13F portfolio, value $10,417,090.

    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 266,768 shares
    Change vs previous 13F not available

    9.25% of the 13F portfolio, value $9,464,925.

    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).