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Disclosery

Capstone Wealth Management, LLC: DFUS position timeline

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

Capstone Wealth Management, LLC held 217,893 DFUS 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 217,893 shares
    Change vs previous 13F +5,737 shares

    8.28% of the 13F portfolio, value $17,854,181.

    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 212,156 shares
    Change vs previous 13F +10,528 shares

    10.49% of the 13F portfolio, value $15,043,975.

    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 201,628 shares
    Change vs previous 13F +3,221 shares

    10.91% of the 13F portfolio, value $14,954,721.

    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 198,407 shares
    Change vs previous 13F +28,279 shares

    11.06% of the 13F portfolio, value $14,372,598.

    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 170,128 shares
    Change vs previous 13F +34,498 shares

    9.99% of the 13F portfolio, value $11,401,974.

    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 135,630 shares
    Change vs previous 13F +5,084 shares

    8.17% of the 13F portfolio, value $8,202,910.

    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 130,546 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $8,322,323.

    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).