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Disclosery

Capstone Wealth Management, LLC: MSFT position timeline

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

Capstone Wealth Management, LLC held 4,120 MSFT 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 4,120 shares
    Change vs previous 13F +1,581 shares

    0.71% of the 13F portfolio, value $1,536,781.

    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 2,539 shares
    Change vs previous 13F +27 shares

    0.66% of the 13F portfolio, value $939,770.

    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 2,512 shares
    Change vs previous 13F +100 shares

    0.89% of the 13F portfolio, value $1,214,694.

    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 2,412 shares
    Change vs previous 13F +28 shares

    0.96% of the 13F portfolio, value $1,249,089.

    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 2,384 shares
    Change vs previous 13F -16 shares

    1.04% of the 13F portfolio, value $1,185,628.

    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 2,400 shares
    Change vs previous 13F -35 shares

    0.9% of the 13F portfolio, value $900,787.

    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 2,435 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,026,185.

    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).