Capstone Wealth Management, LLC: DFNM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Wealth Management, LLC on DFNM, newest first. How the timeline and the estimate are built.
Capstone Wealth Management, LLC held 28,842 DFNM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 28,842 sharesChange vs previous 13F +4,276 shares
0.65% of the 13F portfolio, value $1,394,078.
13F-HR 0001725547-26-000245 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,566 sharesChange vs previous 13F +2,299 shares
0.82% of the 13F portfolio, value $1,177,448.
13F-HR 0001725547-26-000141 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,267 sharesChange vs previous 13F +9,246 shares
0.78% of the 13F portfolio, value $1,072,601.
13F-HR 0001725547-26-000035 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,021 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $624,748.
13F-HR 0001725547-25-004106 filed by Capstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).