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Capstone Wealth Management Group, Inc.: BILS position timeline

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

Capstone Wealth Management Group, Inc. held 47,846 BILS 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 47,846 shares
    Change vs previous 13F +449 shares

    2.87% of the 13F portfolio, value $4,754,887.

    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 47,397 shares
    Change vs previous 13F +1,946 shares

    2.9% of the 13F portfolio, value $4,713,187.

    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 45,451 shares
    Change vs previous 13F +3,406 shares

    2.73% of the 13F portfolio, value $4,509,647.

    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 42,045 shares
    Change vs previous 13F -2,241 shares

    2.67% of the 13F portfolio, value $4,184,363.

    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 44,286 shares
    Change vs previous 13F +4,293 shares

    3.2% of the 13F portfolio, value $4,403,395.

    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 39,993 shares
    Change vs previous 13F +4,797 shares

    3.18% of the 13F portfolio, value $3,978,907.

    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 35,196 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,489,677.

    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).