Skip to content
Disclosery

Capstone Wealth Management Group, Inc.: BIL position timeline

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

Capstone Wealth Management Group, Inc. held 89,213 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,213 shares
    Change vs previous 13F -3,872 shares

    4.93% of the 13F portfolio, value $8,175,449.

    13F-HR 0002085853-26-000874 filed by Capstone Wealth Management Group, Inc.
    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 93,085 shares
    Change vs previous 13F -1,016 shares

    5.25% of the 13F portfolio, value $8,530,335.

    13F-HR 0002085853-26-000400 filed by Capstone Wealth Management Group 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 94,101 shares
    Change vs previous 13F -961 shares

    5.21% of the 13F portfolio, value $8,598,947.

    13F-HR 0002085853-26-000026 filed by Capstone Wealth Management Group 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 95,062 shares
    Change vs previous 13F +7,360 shares

    5.57% of the 13F portfolio, value $8,721,947.

    13F-HR 0002085853-25-000283 filed by Capstone Wealth Management Group 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 87,702 shares
    Change vs previous 13F +7,558 shares

    5.85% of the 13F portfolio, value $8,044,918.

    13F-HR 0001667731-25-000810 filed by Capstone Wealth Management Group 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 80,144 shares
    Change vs previous 13F +13,259 shares

    5.87% of the 13F portfolio, value $7,351,571.

    13F-HR 0001667731-25-000620 filed by Capstone Wealth Management Group 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/A 66,885 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $6,115,308.

    13F-HR/A 0001667731-25-000615 filed by Capstone Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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