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Capstone Wealth Management Group, Inc.: IWF position timeline

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

Capstone Wealth Management Group, Inc. held 2,381 IWF 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 2,381 shares
    Change vs previous 13F +1,786 shares

    0.18% of the 13F portfolio, value $295,598.

    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 595 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $253,552.

    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 594 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $281,187.

    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 593 shares
    Change vs previous 13F +50 shares

    0.18% of the 13F portfolio, value $278,000.

    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 543 shares
    Change vs previous 13F +543 shares

    0.17% of the 13F portfolio, value $230,544.

    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 0 shares
    Change vs previous 13F -543 shares

    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).

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

  7. period ended2024-12-31
    13F/A 543 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $218,017.

    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).