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CAPSTONE INVESTMENT ADVISORS, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPSTONE INVESTMENT ADVISORS, LLC on USMV, newest first. How the timeline and the estimate are built.

CAPSTONE INVESTMENT ADVISORS, LLC held 0 USMV shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -70,870 shares

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 70,870 shares
    Change vs previous 13F -282,131 shares

    0.06% of the 13F portfolio, value $6,652,567.

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 353,001 shares
    Change vs previous 13F +182,956 shares

    0.3% of the 13F portfolio, value $33,062,074.

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 170,045 shares
    Change vs previous 13F -129,955 shares

    0.15% of the 13F portfolio, value $15,098,296.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 300,000 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $27,393,000.

    13F-HR 0001752724-24-250642 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).