Skip to content
Disclosery

Capstone Wealth Management, LLC: VGIT position timeline

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

Capstone Wealth Management, LLC held 111,806 VGIT 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 111,806 shares
    Change vs previous 13F +17,874 shares

    3.06% of the 13F portfolio, value $6,594,324.

    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 93,932 shares
    Change vs previous 13F +13,104 shares

    3.9% of the 13F portfolio, value $5,593,621.

    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 80,828 shares
    Change vs previous 13F +20,913 shares

    3.53% of the 13F portfolio, value $4,844,023.

    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 59,915 shares
    Change vs previous 13F +9,640 shares

    2.77% of the 13F portfolio, value $3,596,700.

    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 50,275 shares
    Change vs previous 13F +6,364 shares

    2.64% of the 13F portfolio, value $3,006,918.

    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 43,911 shares
    Change vs previous 13F -23,682 shares

    2.6% of the 13F portfolio, value $2,608,297.

    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 67,593 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $3,920,404.

    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).