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Disclosery

Capstone Wealth Management, LLC: DFUV position timeline

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

Capstone Wealth Management, LLC held 211,207 DFUV 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 211,207 shares
    Change vs previous 13F -869 shares

    5.39% of the 13F portfolio, value $11,618,507.

    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 212,076 shares
    Change vs previous 13F -1,217 shares

    7.17% of the 13F portfolio, value $10,277,221.

    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 213,293 shares
    Change vs previous 13F -1,620 shares

    7.25% of the 13F portfolio, value $9,937,321.

    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 214,913 shares
    Change vs previous 13F +4,501 shares

    7.39% of the 13F portfolio, value $9,604,465.

    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 210,412 shares
    Change vs previous 13F +10,683 shares

    7.8% of the 13F portfolio, value $8,896,228.

    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 199,729 shares
    Change vs previous 13F +1,063 shares

    8.2% of the 13F portfolio, value $8,230,848.

    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 198,666 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $8,129,395.

    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).