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Disclosery

Capstone Wealth Management, LLC: ITOT position timeline

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

Capstone Wealth Management, LLC held 2,717 ITOT 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 2,717 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $446,296.

    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 2,767 shares
    Change vs previous 13F -29 shares

    0.27% of the 13F portfolio, value $394,174.

    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 2,796 shares
    Change vs previous 13F -33 shares

    0.3% of the 13F portfolio, value $415,681.

    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 2,829 shares
    Change vs previous 13F -210 shares

    0.32% of the 13F portfolio, value $412,041.

    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 3,039 shares
    Change vs previous 13F -4,099 shares

    0.36% of the 13F portfolio, value $410,407.

    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 7,138 shares
    Change vs previous 13F +3 shares

    0.87% of the 13F portfolio, value $870,853.

    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 7,135 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $917,660.

    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).